Overland Park, KS W 112th St Office

Team
Updated today
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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

5700 W 112th St, Ste 130

Overland Park KS 66211

Advisors at this office

9

Advisors at this office

user avatar

Seth S

Series 66, Series 65

Overland Park, KS

Ameriprise

Seth Schumacher is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Ameriprise in two separate periods totaling over 10 years, as well as at LPL Financial, NVISION Wealth Group, and IHT Wealth Management. He serves on the Board of Directors as Board Secretary for Kansas City Christian School. 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 retirement income planning advice through a written Recommendation Report and ongoing support focused on income reliability and tax-aware withdrawal strategies.

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

Tate T

Series 66

Overland Park, KS

Ameriprise

Tate Thornburg is an Associate Financial Advisor at Ameriprise with three years of industry experience. He previously worked with Creative Collaboration LLC and has experience in various roles including positions outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice based on in-depth analysis and proprietary tools.

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

Gregory M

Series 66

Overland Park, KS

Ameriprise

Gregory Metz is a financial advisor with Ameriprise in Prairie Village, KS, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he is involved in business ownership and process management activities unrelated to investment services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

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

Brian M

Series 66

Overland Park, KS

Ameriprise

Brian Meyer is a Series 66-licensed financial advisor with Ameriprise in Olathe, KS, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Meyer also owns Creative Collaboration LLC, through which he provides client service support, financial planning analysis, and managed account recommendations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Michael S

Series 66

Overland Park, KS

Ameriprise

Michael Stompoly is a financial advisor with Ameriprise in Olathe, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved with the Knights of Columbus, participating in charitable giving and service projects. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Scott R

CFP®, Series 63, Series 66

Overland Park, KS

Ameriprise

Scott Robison is a financial advisor at Ameriprise with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera, CBIZ, Bank of America, and Merrill. Robison also provides client service support, financial planning, and investment advisory services through an associate financial advisor role. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-efficient withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

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

Adam C

Series 66

Overland Park, KS

Ameriprise

Adam Crews is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. His role includes providing client service support, analysis, and recommendations related to financial planning and managed accounts. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Tristan W

Series 63, Series 65

Overland Park, KS

Ameriprise

Tristan White is a financial advisor at Ameriprise with Series 63 and Series 65 credentials. He began his advisory career in 2024 after prior roles in education and retail, including positions at Blue Valley School District and Dick's Sporting Goods. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports alongside a broad range of advisory, brokerage, and insurance solutions.

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

Jamie R

Series 66

Overland Park, KS

Ameriprise

Jamie Rietzke is a financial advisor with Ameriprise in Olathe, KS, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he owns and manages Creative Collaboration LLC, which provides client service support, financial planning analysis, and staff oversight. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawals. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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