Lawrence, KS Massachusetts St Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
900 Massachusetts St, Ste 403
Lawrence KS 66044
Advisors at this office
4
Advisors at this office
Teresa K
Series 66
Lawrence, KS
Ameriprise
Teresa Kempf is a financial advisor with Ameriprise in De Soto, KS, holding a Series 66 designation and 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Kempf serves on the Finance Council of The Archdiocese of Kansas City in Kansas, is Finance Chair at St. James Academy, co-chairs the Membership Committee for the KU School of Business Dean’s Board of Advisors, and is chairman of the board for the LMH Health Foundation. Ameriprise provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions, primarily serving clients approaching or in retirement with significant investable assets. The firm’s retirement-income approach includes research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.
Kristin M
Series 66
Lawrence, KS
Ameriprise
Kristin Meisel is a Series 66-licensed financial advisor with Ameriprise in Lawrence, Kansas, with 12 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lawrence Restaurant Association and is an officer for Positive Bright Start. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Phillip F
Series 63, Series 66
Lawrence, KS
Ameriprise
Phillip Fournier is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and American Century Investment Services. Fournier is the owner of Cape Cod Consulting LTD and serves on the boards of the Invest In Others Development Committee and the RMHKC Development Committee. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.
Noah W
Series 63, Series 65
Lawrence, KS
Ameriprise
Noah Wilson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at American Century Investment Services and Prime Capitol Investment Advisors. Outside of finance, he is the owner of AI Drive KC LLC, a transportation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
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