Mesa, AZ S Alma School Rd 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
1201 S Alma School Rd, Ste 10000
Mesa AZ 85210-2014
Advisors at this office
4
Advisors at this office
Timothy J
CFP®, Series 63, Series 65
Mesa, AZ
Ameriprise
Timothy Jongsma is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Gilbert, AZ. His career has been primarily with Ameriprise, spanning from 2008 to the present with a brief period of unemployment in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Sean S
Series 66
Mesa, AZ
Ameriprise
Sean Sharp is a financial advisor with Ameriprise in San Tan Valley, AZ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise.
Christopher M
Series 63
Mesa, AZ
Ameriprise
Christopher Mc Crossan is a financial advisor with Ameriprise, holding a Series 63 designation and over 38 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1987 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advisory work, he is involved in business ownership through Advisor Management Group LLC and Christopher Mccrossan LLC. Ameriprise specializes in retirement-income planning for individuals with substantial investable assets, offering written recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm serves clients through a centralized retirement-income consulting team and provides a broad range of advisory, brokerage, and insurance solutions.
Luke R
Series 63
Mesa, AZ
Ameriprise
Luke Ribich is a financial advisor with Ameriprise in Gold Canyon, AZ, holding a Series 63 designation and eight years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial since 2013. Ribich is also a co-owner of AMG Operations, LLC, a business managing Ameriprise operations in Mesa, AZ. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
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