Lisle, IL 1011 Warrenville Road Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

6

Of 12,719 advisors across 4,079 offices

Location

1011 Warrenville Road Suite 225

Lisle IL 60532

Advisors at this office

6

Advisors at this office

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Michael C

Series 63, Series 65

Lisle, IL

Ameriprise

Michael Chong is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at LPL Financial, LLC for 14 years before joining Ameriprise in 2020. Outside of his advisory role, he is the owner of Voyage Financial Group, LLC, a business focused on business development, marketing, and sales services for clients. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and utilizes algorithmic automation alongside oversight committees to support its planning process.

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

Ryan D

Series 63, Series 65

Lisle, IL

Ameriprise

Ryan Dragstrem is a financial advisor with Ameriprise Financial Services LLC based in Hinsdale, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He worked at LPL Financial for 11 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured program that integrates algorithmic tools and oversight committees to support tailored retirement income plans.

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

Thomas R

CFP®, Series 63, Series 65

Lisle, IL

Ameriprise

Thomas Royce is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 14 years at LPL Financial. He is also the president of Voyage Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

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

Ian H

Series 66

Lisle, IL

Ameriprise

Ian Hamann is a financial advisor at Ameriprise in Lisle, IL, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior experience in various roles including positions at Voyage Financial Group and GA Drywall. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Kimberly P

Series 63, Series 66

Lisle, IL

Ameriprise

Kimberly Pritts is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and The Rockefeller. Outside of finance, she has experience as a Cambridge English instructor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning 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

Timothy K

Series 66

Lisle, IL

Ameriprise

Timothy Kelly is a financial advisor at Ameriprise in Oswego, Illinois, holding a Series 66 designation with four years of industry experience. His background includes five years of service in the United States Army before beginning his financial advisory career. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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