Omaha, NE W Dodge Rd Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 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

15858 W Dodge Rd, Suite 320

Omaha NE 68118-2533

Advisors at this office

7

Advisors at this office

user avatar

Ember H

Series 66

Omaha, NE

Ameriprise

Ember Ham is a financial advisor with Ameriprise in Murdock, NE, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, Ember worked at Securities America, Inc., American Wealth Partners, and American National Bank. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Austin W

Series 66

Omaha, NE

Ameriprise

Austin Williams is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. He previously worked at TD Ameritrade before joining Ameriprise in 2018. Williams owns several LLCs that support the operation of his Ameriprise franchise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing clients with written recommendation reports and ongoing planning advice 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

Rodney W

Series 63, Series 65

Omaha, NE

Ameriprise

Rodney Williams is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Williams is an owner of several LLCs that support the operation of his Ameriprise franchise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

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

Michael Q

Series 63, Series 65

Omaha, NE

Ameriprise

Michael Quinn is a financial advisor with Ameriprise in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been affiliated with Ameriprise and its related entities since 2009. Quinn serves on the Board of Directors and Executive Committee for the Leukemia & Lymphoma Society of Nebraska. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, algorithm-supported advice and offers a broad range of advisory, brokerage, and insurance solutions.

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

Sharon H

Series 63, Series 65

Omaha, NE

Ameriprise

Sharon Hyer is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Advisors, and Cetera. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process.

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

Brad T

Series 63, Series 65

Omaha, NE

Ameriprise

Brad Trebil is a financial advisor with Ameriprise in Bennington, NE, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a non-discretionary advisory approach supported by a centralized consulting team.

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

Chad P

Series 63, Series 66

Omaha, NE

Ameriprise

Chad Petersen is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Petersen is involved in outside financial advisory activities through entities such as Momentum Partners LLC and CP Ventures LLC. 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 sources and tax-aware withdrawal strategies.

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