Lincoln, NE Executive Woods Dr Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,070 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

8535 Executive Woods Dr, Ste 300

Lincoln NE 68512

Advisors at this office

7

Advisors at this office

user avatar

Kyle W

Series 66, Series 63

Lincoln, NE

Ameriprise

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 66 and Series 63 credentials and nine years of industry experience. His work history includes roles at Ameriprise, Bank of the West, Bancwest Investment Services, TD Ameritrade Holding Corp, and Ameritas. He also maintains outside employment as a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Madison D

Series 66

Lincoln, NE

Ameriprise

Madison Doughty is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is an owner of MA Gemini, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Sharon K

Series 63, Series 65

Lincoln, NE

Ameriprise

Sharon Kresse is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked with Ameriprise and its predecessor firms since 1980. Outside of Ameriprise, she owns and manages the business Kralvey and serves as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Austin J

Series 66

Lincoln, NE

Ameriprise

Austin Jablonski is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. His prior work includes roles at Lutz, Concordia University Nebraska, and Gabriel, Burger & Else, CPA. He is also involved in managing an advisory business outside of his main employment. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing customized, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement planning needs.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Lauryn J

Series 66

Lincoln, NE

Ameriprise

Lauryn Johnson is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Her prior work includes roles at Little Movements Apparel and Gallup, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

James M

Series 66

Lincoln, NE

Ameriprise

James Moore is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Ideal Images for five years. Outside of his advisory role, Moore co-hosts the Big Red Wrap Up on Nebraska Public Media during the football season. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Leisa O

CFP®, Series 66

Lincoln, NE

Ameriprise

Leisa Olson is a CFP® professional with 21 years of experience in financial services, currently with Ameriprise. She has been with Ameriprise and its affiliates since 2011. Olson is involved in pro bono financial planning through the Angel Care Foundation and facilitates educational workshops with the nonprofit Second Saturday. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering detailed, research-based recommendations and a range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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