Owensboro, KY New Hartford Rd Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,070 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

2708 New Hartford Rd

Owensboro KY 42303

Advisors at this office

10

Advisors at this office

user avatar

Benjamin M

Series 63, Series 66

Owensboro, KY

Ameriprise

Benjamin Mackey is a financial advisor with Ameriprise Financial Services, LLC in Owensboro, KY, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Ameriprise since 2017, following a year employed in the public school system. His outside activities include financial advisory work for Align Wealth Management conducted through Rainmaker Inc. 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 ongoing retirement-income planning advice and written Recommendation Reports tailored to clients approaching or in retirement.

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

William W

CFP®, Series 63

Owensboro, KY

Ameriprise

William Watson is a CFP® with 31 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, Watson is involved in several consulting and business ventures, including ownership and management roles in digital marketing, property management, music publishing, and artist management. He also serves on the finance committee of Immaculate Church and is a member of the Green River Community Food Warehouse board. Ameriprise is an institutional firm that offers a retirement-income planning service designed for individuals with significant investable assets. The firm provides comprehensive, non-discretionary retirement recommendations using research, modeling, and tax-efficiency analysis, combining automated tools with advisor collaboration to support clients approaching or in retirement.

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

Madison H

Series 66

Owensboro, KY

Ameriprise

Madison Haycraft is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2018, she worked at Kentucky Wesleyan College and was involved with the Owensboro United Soccer Club. Outside of her advisory role, Madison develops new business relationships and conducts client service meetings through an outside employment arrangement with Rainmaker Corporation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Travis C

Series 63

Owensboro, KY

Ameriprise

Travis Chaney is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Chaney is involved in several entrepreneurial ventures, including consulting firms and music-related businesses focused on artist development and publishing. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Heath G

Series 66

Owensboro, KY

Ameriprise

Heath Greenwell is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Greenwell serves as Vice-President on the Board of Directors for the Owensboro/Daviess County Estate Planning Council and owns Rainmaker Inc., a business that manages the strategic and administrative operations of his financial practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored planning and written recommendations focused on retirement income strategies, utilizing firm research and third-party tools.

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

James R

Series 66

Owensboro, KY

Ameriprise

James Ramsey is a financial advisor at Ameriprise in Owensboro, KY, holding the Series 66 designation with eight years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Thrivent Investment Management, and Lifetime Financial Growth. Outside of his advisory work, he owns a teen travel and diving vlog. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement-income planning, using proprietary research and algorithmic tools to provide tailored recommendations.

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

Dora R

Series 63, Series 65

Owensboro, KY

Ameriprise

Dora Riley is a financial advisor with Ameriprise in Owensboro, KY, holding Series 63 and 65 licenses and bringing 20 years of industry experience. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Riley serves on the boards of Christian Outreach Inc. and MentorKids Kentucky. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

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

Brian W

Series 66

Owensboro, KY

Ameriprise

Brian Wilborn is a Series 66-licensed financial advisor with Ameriprise, based in Owensboro, KY, and has 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Wilborn is an owner and managing staff at Rainmaker Corporation and serves on the Finance Committee of Empowerment Academy. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that integrates written recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

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

Rusty D

Series 66

Owensboro, KY

Ameriprise

Rusty Davis is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has worked with Ameriprise and its affiliate since 2008. Additionally, he is involved with Rainmaker Inc. as a financial planning analyst and associate financial advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

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

Carson A

Series 66

Owensboro, KY

Ameriprise

Carson Andersen is a financial advisor with Ameriprise in Owensboro, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at KPMG and has experience supporting advisory practices through client relationship management and financial reporting. Andersen is also involved with RainMaker Inc., where he assists in client services and practice management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")