Midland, MI James Savage 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
1152 James Savage Rd
Midland MI 48640
Advisors at this office
3
Advisors at this office
Benjamin D
Series 63, Series 66
Midland, MI
Ameriprise
Benjamin Dollard is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Humane Society of Midland County. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Dustin S
Series 66
Midland, MI
Ameriprise
Dustin Smith is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he assists with a family woodworking business, helping with sales and craft shows. He also serves on a local Board of Education in Bay City, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Kristopher D
Series 63, Series 65
Midland, MI
Ameriprise
Kristopher De Grow is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Ameriprise and its affiliate since 2006. Outside of his advisory role, he operates DeGrow Consulting, providing coaching and consulting services to Ameriprise financial advisors focused on staff training, system development, and financial planning process efficiencies. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a centralized consulting team delivering non-discretionary recommendations in collaboration with advisors.
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