Longview, TX W Loop 281 Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,145

Across 4,277 offices

Clients per advisor

104 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

911 W Loop 281 Ste 113

Longview TX 75604

Advisors at this office

8

Advisors at this office

user avatar

Cheyenne S

Series 66, Series 63

Longview, TX

Ameriprise

Cheyenne Summers is a financial advisor with Ameriprise, holding Series 66 and Series 63 designations and nine years of industry experience. She has worked at Ameriprise since 2017 and serves on the Fred Hale School of Business Advisory Board. Summers is also co-owner of SWP Operations, LLC, where she manages her Ameriprise business. 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 annual advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Cody B

Series 63, Series 65

Longview, TX

Ameriprise

Cody Blankenship is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Ameriprise and Texas Bank and Trust. He serves on the Fred Hale School of Business Advisory Board. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

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

Matthew S

Series 66

Longview, TX

Ameriprise

Matthew Simcox is a financial advisor with Ameriprise in Longview, Texas, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he was associated with Edward Jones and operated The Simcox Law Firm, P.L.L.C. He serves on the board of Jericho Road Ministries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing annual 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

Shane S

CFP®, ChFC®, Series 63

Longview, TX

Ameriprise

Shane Sherwood is a CFP® and ChFC® credentialed advisor with 27 years of industry experience, currently practicing at Ameriprise in Longview, TX. He has been with Ameriprise and its related entities since 2005. Sherwood serves as Assistant Treasurer on the Board of Directors for the First Baptist Church of Hallsville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to produce detailed recommendation reports that integrate proprietary research, third-party data, and algorithmic tools.

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

Nicholas A

Series 65, Series 63

Longview, TX

Ameriprise

Nicholas Albert is a financial advisor with Ameriprise in Longview, TX. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Atwoods and has a background in education, having spent time at Stephen F. Austin State University and Pine Tree High School. 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 recommendation reports 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

Abbe W

Series 63, Series 65

Longview, TX

Ameriprise

Abbe Weaver is a financial advisor with Ameriprise in Gladewater, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

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

Collin B

Series 65, Series 63

Longview, TX

Ameriprise

Collin Bower is a financial advisor with Ameriprise in Longview, TX, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at Ameriprise since 2021 and previously at Curtis Blakely & Co. He manages his advisory business through TWP Operations LLC as an operations specialist. 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 recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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

Stephen J

Series 63

Longview, TX

Ameriprise

Stephen Jones is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, he co-owns a business focused on wildlife damage control and serves on multiple boards, including the United Methodist Church Texas Annual Conference Pension Board and the East Texas Alzheimer’s Alliance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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