Minnetonka, MN 10900 Wayzata Blvd Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,279 offices

Clients per advisor

104 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

10900 Wayzata Blvd Ste 150

Minnetonka MN 55305

Advisors at this office

12

Advisors at this office

user avatar

Emil F

CFP®, ChFC®, Series 63, Series 66

Minnetonka, MN

Ameriprise

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

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

Reese L

ChFC®, Series 63

Minnetonka, MN

Ameriprise

Reese Lang is a financial advisor with Ameriprise in Loretto, MN, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including nearly three decades with Ameriprise Financial Services, Inc. Outside of advising, Lang is involved in agricultural operations through Lang Farms and serves as president of the Wild Wings Sportsman's Club, a land conservation and sportsman's organization. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic and expert oversight in its retirement planning approach.

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

Timothy J

CFP®, ChFC®, Series 63

Minnetonka, MN

Ameriprise

Timothy Jirak is a CFP® and ChFC® with 30 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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

Sarah H

Series 66

Minnetonka, MN

Ameriprise

Sarah Houser is a Series 66-licensed financial advisor with Ameriprise in St Louis Park, MN, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a co-owner of Clear View Tax Solutions, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

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

Casey P

Series 66

Minnetonka, MN

Ameriprise

Casey Phillips is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Casey was also involved with Phillips Enterprises LLC from 2016 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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

Carly N

Series 66

Minnetonka, MN

Ameriprise

Carly Neumann is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of her advisory role, she is a registered team member with BDLR Group, Inc., where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

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

Elizabeth L

Series 63

Minnetonka, MN

Ameriprise

Elizabeth Larson is a financial advisor with Ameriprise, holding a Series 63 designation and 16 years of industry experience. She has worked at Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as a paraplanner and office manager for Lang, Hinz & Associates through Advisors Professional Services, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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

Timothy D

CFP®, ChFC®, Series 63

Minnetonka, MN

Ameriprise

Timothy Davisson is a financial advisor with Ameriprise in Minnetonka, MN. He holds the CFP®, ChFC®, and Series 63 designations and has 38 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning 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

Steven B

CFP®, Series 66

Minnetonka, MN

Ameriprise

Steven Brandt is a CFP®-designated financial advisor with Ameriprise, based in Independence, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of advising, he is involved in Brandt Farms, a family business producing firewood, eggs, and produce, and serves as Vice President on the Lions Volleyball Booster Board. He also participates in a leadership advisory group for CrossFit SISU. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Jeremy S

CFP®, Series 63, Series 66

Minnetonka, MN

Ameriprise

Jeremy Schmidt is a CFP® professional with 23 years of experience in financial advising. He has worked at Ameriprise since 2024 and previously spent 16 years at Marks Group Wealth Management, Inc. and 13 years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report and emphasizes tax-aware withdrawal strategies and dependable income sources.

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

Jay R

Series 66

Minnetonka, MN

Ameriprise

Jay Rothmeier is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and Morgan Stanley. He is also involved as a registered team member with BDLR Group, Inc., managing an advisory business outside of his primary employment. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice 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

Laura L

Series 66

Minnetonka, MN

Ameriprise

Laura Logan is a Series 66-licensed financial advisor at Ameriprise with seven years of industry experience. She has previously worked at Securian Financial Services Inc., North Star Resource Group, and Epicure US, Inc. Outside of her advisory role, Laura is involved with BDLR Group, Inc., where she manages client requests and financial planning activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on ongoing analysis of tax-aware withdrawal strategies and dependable income sources.

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