Madison, WI Mineral Point Road Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
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
Based on Ameriprise
Location
7617 Mineral Point Road, Suite 200
Madison WI 53717
Advisors at this office
7
Advisors at this office
Austin K
Series 66
Madison, WI
Ameriprise
Austin Kast is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Target for seven years and was employed by the Waunakee School District for five years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 to deliver tailored, algorithm-supported advice through a centralized consulting team.
Bryan A
Series 66
Madison, WI
Ameriprise
Bryan Althouse is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience and a Series 66 designation. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.
Kevin T
Series 66
Madison, WI
Ameriprise
Kevin Tyler is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.
Darren S
Series 66
Madison, WI
Ameriprise
Darren Speidel is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002. Outside of his advisory role, he serves as Chief Investment Officer for CWAG LLC, overseeing investment models and a trading system used by financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide written recommendation reports and ongoing advice.
Heidi G
Series 66
Madison, WI
Ameriprise
Heidi Gasser is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, bringing eight years of industry experience. She has been with Ameriprise Financial Services since 2016, following a two-year period working at Dreams Bridal Boutique. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on income sources and tax-efficient withdrawal strategies.
Paul H
Series 63, Series 65
Madison, WI
Ameriprise
Paul Hees is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel and B. C. Ziegler and Company. He serves on the boards of the Pardeeville Area School District and the Pregnancy Resource Center and is a member of the Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.
Brian T
Series 66
Madison, WI
Ameriprise
Brian Trefilek is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior experience in various roles across multiple industries, including media and banking. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.
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