Okemos, MI Okemos Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,087 offices

Location

3887 Okemos Rd Ste A1

Okemos MI 48864

Advisors at this office

3

Advisors at this office

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Gavin P

Series 66

Okemos, MI

Ameriprise

Gavin Parry is a financial advisor at Ameriprise in Okemos, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Plante Moran Financial Advisors and Jackson National Life. Outside of finance, he has been involved with the Children’s Garden Early Learning Community and worked at Dewitt Golf Center. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income plans primarily for clients maintaining assets in Ameriprise-managed accounts.

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

Series 66

Okemos, MI

Ameriprise

Kelli Fenstemaker is a Series 66-licensed financial advisor with Ameriprise in Okemos, MI, with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her primary role, she is also an Associate Financial Advisor managing an advisory business at RNB Greenlight LLC. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide 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
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Cameron A

Series 66

Okemos, MI

Ameriprise

Cameron Andrysiak is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His background includes roles at Deloitte and Everdry Waterproofing, as well as teaching positions at Michigan State University, Detroit Catholic Central High School, and Novi Community Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on written recommendation reports and ongoing annual advice, emphasizing dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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