Louisville, KY N Hubbards Ln Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,069 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

295 N Hubbards Ln, Ste 204

Louisville KY 40207

Advisors at this office

6

Advisors at this office

user avatar

Logan L

Series 66

Louisville, KY

Ameriprise

Logan Lee is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at UPS, First Financial Bank, and PNC Bank, among other roles. Outside of financial advising, he is involved in swimming pool maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and ongoing advice based on algorithmic analysis and investment research.

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

John R

CFP®, Series 66

Louisville, KY

Ameriprise

John Ryan is a CFP®-certified financial advisor with Ameriprise, bringing three years of industry experience. Before joining Ameriprise, he worked at The Vanguard Group and several financial and educational institutions. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide structured recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

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

Tracy R

CFP®, Series 63

Louisville, KY

Ameriprise

Tracy Redmon is a CFP® professional with 29 years of experience in the financial services industry, currently serving at Ameriprise since 2020 and having a long tenure with Ameriprise Financial Services, Inc. prior to that. She is based in Louisville, KY. In addition to her advisory work, Redmon co-owns a life coaching business focused on helping clients overcome limiting thoughts, and she holds leadership roles on the boards of Family Scholar House and Family, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies designed for clients nearing or in retirement.

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

Andrew D

Series 66

Louisville, KY

Ameriprise

Andrew Day is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior work experience at SS&C Technologies, Inc. outside of the financial advisory industry. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

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

George R

Series 66, Series 63

Louisville, KY

Ameriprise

George Reed is a financial advisor with Ameriprise in Louisville, KY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Ameriprise in 2022, he worked at FedEx Ground and Patterson Dental. He also serves as an Operations Director overseeing advisory business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored recommendation reports and ongoing advice focused on retirement income strategies, using proprietary research and third-party data within a defined investment framework.

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

Thomas H

Series 63, Series 65

Louisville, KY

Ameriprise

Thomas Harvey is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020. Prior to this, he was employed at ADP Broker Dealer Inc, Adp LLC, Meridian Technologies, and NTT DATA Consulting Inc. Harvey is also a co-owner of OPM Earnings Inc, where he manages his Ameriprise advisory business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides clients with comprehensive recommendations focused on dependable income and tax-aware withdrawal strategies.

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