Owatonna, MN Austin Rd 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
1850 Austin Rd, Ste 104
Owatonna MN 55060-4497
Advisors at this office
4
Advisors at this office
Brandon W
Series 66
Owatonna, MN
Ameriprise
Brandon Wayne is a financial advisor with Ameriprise in Ellendale, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a trustee on the board of the Owatonna Foundation and is involved with local community organizations and family farming operations. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized retirement recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.
Blaine J
Series 66
Owatonna, MN
Ameriprise
Blaine Johnson is a financial advisor with Ameriprise in Owatonna, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Martin Outdoor Innovations and Halla Construction and Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 income sources and tax-aware withdrawal strategies.
Jacob N
Series 66
Owatonna, MN
Ameriprise
Jacob Norrid is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., transitioning to Ameriprise Financial Services, LLC in 2020. Outside of his advisory role, he serves on the board of directors for Habitat for Humanity Steele and Waseca Area and participates in several community organizations, including Trinity Lutheran Church and Owatonna Gymnastic Boosters. He is also a live stream commentator for local high school swim meets. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice, focusing on dependable income and tax-aware withdrawal strategies within a defined investment universe.
Christina W
Series 63, Series 65
Owatonna, MN
Ameriprise
Christina Wetmore is a financial advisor with Ameriprise in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes prior roles at RBC Capital Markets and Ameriprise Financial Services, Inc. She serves on the Board of Directors for United Way of Steele County and is a past president of Owatonna Business Women. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
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