Los Angeles, CA 11845 W Olympic Blvd Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,073 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

11845 W Olympic Blvd, Ste 980 W

Los Angeles CA 90064-5172

Advisors at this office

5

Advisors at this office

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Zoya L

Series 63, Series 65

Los Angeles, CA

Ameriprise

Zoya Lechtholz is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic and Oppenheimer prior to joining Ameriprise. Outside of her advisory role, she is involved in private equity financing, providing capital to a direct lender focused on real estate development. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

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

Augustine C

Series 66

Los Angeles, CA

Ameriprise

Augustine Choi is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds a Series 66 designation. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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

Kyle S

Series 66

Los Angeles, CA

Ameriprise

Kyle Smith is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he serves as Secretary on the Board of Directors for BlackMenHikeLA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports 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

Carolyn H

Series 63, Series 65

Los Angeles, CA

Ameriprise

Carolyn Hemann is a financial advisor with Ameriprise in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Hemann serves on the board of directors for the Jones Kanaar Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. 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
user avatar

R. P

Series 63, Series 65

Los Angeles, CA

Ameriprise

R. Preator is a financial advisor with Ameriprise in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Preator serves on the board of directors and acts as treasurer for the Earthfire Institute. Ameriprise offers retirement-income planning services tailored for clients nearing or in retirement, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm serves individuals with substantial investable assets and integrates algorithmic tools alongside advisor guidance in its approach.

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