North Platte, NE E 6th St 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
302 E 6th St
North Platte NE 69101
Advisors at this office
3
Advisors at this office
Mark T
Series 63, Series 65
North Platte, NE
Ameriprise
Mark Tillman is a financial advisor with Ameriprise in North Platte, Nebraska, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Services, Cetera, and Great Western Bank. He is also engaged as a financial advisor with Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC in Omaha. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement planning primarily through managed accounts.
Samantha R
Series 63
North Platte, NE
Ameriprise
Samantha Rotert is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services, LPL Financial, and First Interstate Bank. Outside of her advisory role, she is an administrative assistant at Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Jacob W
Series 66
North Platte, NE
Ameriprise
Jacob White is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience at Ameritas Life Insurance Corp. and the University of Nebraska-Lincoln. In addition to his role at Ameriprise, he is an Associate Financial Advisor at Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC, where he focuses on client retention and business development. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.
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