Omaha, NE California 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
14769 California St Ste 3
Omaha NE 68154
Advisors at this office
4
Advisors at this office
Stephen H
CFP®, Series 63
Omaha, NE
Ameriprise
Stephen Haakinson is a CFP® professional with 28 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Haakinson is co-owner of SHCB, LLC, which supports his team’s business operations, and is involved with several LLCs that manage shared business expenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations and a range of advisory, brokerage, and insurance solutions through its affiliated companies.
James B
Series 66
Omaha, NE
Ameriprise
James Bull is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise Financial Services since 2005. Outside of advisory work, he manages his own business, Bull Enterprises LLC, which supports his advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.
Curtis B
CFP®, Series 66
Omaha, NE
Ameriprise
Curtis Bohn is a CFP® with 25 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. Outside of his advisory role, he is involved in umpiring baseball games and holds membership in several farm-related LLCs. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
Morris F
Series 63, Series 65
Omaha, NE
Ameriprise
Morris Friedman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been affiliated with Ameriprise Financial Services LLC since 1975 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Friedman is involved in managing Momentum Partners LLC, an entity related to his advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic automation alongside a centralized consulting team to deliver tailored retirement-income recommendations.
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