Newburgh, IN 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
Newburgh IN
Advisors at this office
4
Advisors at this office
George S
Series 66
Newburgh, IN
Ameriprise
George Stowe is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, Stowe serves as Vice Commissioner and Advertising Director for Newburgh Girls Softball and is involved with the Castle Softball Booster Club. Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.
Nicholas D
Series 66
Newburgh, IN
Ameriprise
Nicholas Davis is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2008. He is based in Newburgh, Indiana. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering personalized, non-discretionary advice primarily for assets managed within Ameriprise.
Ryan H
Series 66
Newburgh, IN
Ameriprise
Ryan Hayes is a financial advisor with Ameriprise in Newburgh, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his primary role, he is involved with Hayes, Powers and Associates, LLC, where he advises clients on their financial goals. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.
Brandon H
CFP®, Series 63
Newburgh, IN
Ameriprise
Brandon Hayes is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Hayes serves on the Warrick County Economic Development Board and is the author of a book titled *You're Not Alone: A Financial Lifeline for Widows Navigating the Unknown*. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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