Midwest City, OK Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 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

6501 Tinker Diagonal

Midwest City OK 73110-2910

Advisors at this office

10

Advisors at this office

user avatar

Paul K

Series 63, Series 65

Midwest City, OK

Ameriprise

Paul Krus is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior positions include roles at Raymond James Financial Services and Arvest Wealth Management. He is also involved in management at TFCU Financial Advisors/Tinker Financial Services LLC and Tinker Federal Credit Union. 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, combining investment research, third-party data, and algorithmic tools to provide ongoing, tax-aware advice.

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

Dustin H

Series 66

Midwest City, OK

Ameriprise

Dustin Hellams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Ameriprise in 2026, he spent 17 years at Raymond James Financial Services Advisors and worked at Tinker Federal Credit Union for 13 years. Outside of his advisory role, he co-owns a business involved in equine activities including buying, selling, leasing, and breeding horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes a written recommendation process and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Keith C

CFP®, Series 66

Midwest City, OK

Ameriprise

Keith Carter is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior roles include positions at Arvest Wealth Management, Raymond James Financial Services, Cetera, and MidFirst Bank. He is an officer and treasurer on the board of Community Health Centers of Oklahoma, a nonprofit focused on healthcare facility development and operation, and is a partner in Yes I Can! Learning Center, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice based on a combination of proprietary research, third-party data, and algorithmic tools.

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

Bryan T

Series 66

Midwest City, OK

Ameriprise

Bryan Terry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Raymond James Financial and Vision Bank, and has experience as a financial planning analyst with Tinker Federal Credit Union. Outside of advisory roles, he has worked as a financial planning analyst in a support capacity at Tinker Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

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

Benjamin S

Series 63, Series 65

Midwest City, OK

Ameriprise

Benjamin Souza is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Raymond James Financial Services and Tinker Federal Credit Union, as well as managing family enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Michael M

Series 66

Midwest City, OK

Ameriprise

Michael Moy is a financial advisor with Ameriprise Financial Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Raymond James Financial Services Advisors and ongoing involvement with Tinker Federal Credit Union. Moy also serves as an insurance agent for TFCU Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

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

Owen K

Series 66

Midwest City, OK

Ameriprise

Owen Kay is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with one year of industry experience. He has worked with firms including Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of advisory roles, he has experience as an insurance agent and an associate financial advisor at TFCU Financial Advisors and Tinker Financial Services. Ameriprise Financial Services is a diversified 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 sources and tax-aware withdrawal strategies.

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

Melinda S

Series 63, Series 65

Midwest City, OK

Ameriprise

Melinda Seagraves is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has held roles at Raymond James Financial Services Advisors and TFCU Financial Advisors/Tinker Financial Services, where she has also performed management and office duties. In addition, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and support for employee collaboration. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning 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

Ronald H

CFP®, ChFC®, Series 63, Series 65

Midwest City, OK

Ameriprise

Ronald Hargis is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of his advisory work, he is involved in agriculture and farming activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement income planning advice through a collaborative, non-discretionary process that incorporates proprietary research and third-party data.

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

Amy H

Series 63, Series 66

Midwest City, OK

Ameriprise

Amy Harper is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including T Rowe Price and Raymond James Financial Services. Harper is also employed as a financial planning analyst with TFCU Financial Advisors and an associate at Tinker Federal Credit Union. 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, which focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

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