Los Angeles, CA Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

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

Los Angeles CA

Advisors at this office

13

Advisors at this office

user avatar

Henry N

Series 63, Series 66

Los Angeles, CA

Ameriprise

Henry Narvaez is a financial advisor at Ameriprise with 17 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at several firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial. Narvaez also serves as a financial advisor with Kinecta Wealth Management. 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 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

Jermaine J

Series 66

Los Angeles, CA

Ameriprise

Jermaine Jamison is a financial advisor with Ameriprise Financial Services in Los Angeles, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is the owner of Know Money LLC, which focuses on financial literacy and education within underserved communities, and serves as Chapter Treasurer for the NFLPA Los Angeles Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice based on detailed analysis and collaboration between clients and advisors.

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

Ryan O

Series 66

Los Angeles, CA

Ameriprise

Ryan O'Keefe is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2010 and is also involved in hospitality operations through a catering and event support role outside of his advisory work. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

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

Robert C

Series 66

Los Angeles, CA

Ameriprise

Robert Cohen is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked in self-employment roles and the visual effects industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable 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

Meisha G

Series 63, Series 65

Los Angeles, CA

Ameriprise

Meisha Griffith is a financial advisor at Ameriprise with 26 years of industry experience. She has previously worked at Citigroup Global Markets and Ameriprise Financial Advisors Inc. Griffith serves on the Board of Directors for Turning Point School. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations.

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

Series 66

Los Angeles, CA

Ameriprise

Travis Gabler is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has involvement in real estate ownership in Los Angeles. 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 claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, primarily for clients with Ameriprise-managed accounts.

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

Simone S

Series 66

Los Angeles, CA

Ameriprise

Simone Smith is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2024, she worked at LPL Financial from 2021 to 2024 and spent over a decade at Susan Caliri DDS. She is also involved with Kinecta Wealth Management in an investment management role. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies delivered 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

Sayeed H

Series 63, Series 65

Los Angeles, CA

Ameriprise

Sayeed Hasnat is a financial advisor with Ameriprise in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also a co-owner of HB Operations LLC, a business that supports his financial practice through operational management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Timothy C

Series 63, Series 65

Los Angeles, CA

Ameriprise

Timothy Camas is a financial advisor with Ameriprise in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Firefighters First Credit Union, CUSO Financial Services, D.A. Davidson & Co., 74 Fiske LLC, Bank of America, and Merrill. Outside of his advisory role, he maintains a travel blog called Midlife Crisis Traveler. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning and tax-aware withdrawal strategies through written recommendation reports and ongoing advice.

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

Scott D

Series 66

Los Angeles, CA

Ameriprise

Scott Durrett is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, Durrett serves on the Board of Directors for LeTip International. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a wide range of clients through 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

Karl B

Series 63, Series 65

Los Angeles, CA

Ameriprise

Karl Bobo is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Lincoln Investment, Waddell & Reed, and Equitable Advisors. Outside of finance, he was involved with Just 40 Fitness from 2016 to 2021. 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 using in-depth research and tax-aware strategies.

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

De Vere R

Series 66

Los Angeles, CA

Ameriprise

De Vere Ranger II is a financial advisor with Ameriprise in Los Angeles, California, holding a Series 66 designation and having 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he owns Money Motivation, LLC, a clothing and media business. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities and utilizes a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.

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

Adam G

Series 66

Los Angeles, CA

Ameriprise

Adam Guzkowski is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Guzkowski is involved in business operations management and serves as treasurer on a nonprofit board. 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 retirement income recommendations and ongoing planning focused on income reliability and tax-aware withdrawal strategies.

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