Pasadena, CA S Marengo Ave Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,279 offices

Clients per advisor

104 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

462 S Marengo Ave

Pasadena CA 91101

Advisors at this office

5

Advisors at this office

user avatar

John F

Series 63, Series 65

Pasadena, CA

Ameriprise

John Frederich is a financial advisor with Ameriprise in La Canada, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Frederich serves as chairman and president on multiple nonprofit boards, including Cristian Recovery International and Shepherd's Knoll Ministries. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

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

Christopher C

CFP®, Series 63

Pasadena, CA

Ameriprise

Christopher Consolo is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise in Glendora, CA. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is a co-owner of JM Frederich Group, Inc., where he manages an Ameriprise business, and he has provided funding for a retail venture involving sports jerseys. Ameriprise is a large institutional firm offering a retirement-income planning service targeting clients with substantial investable assets. Its approach includes tailored, non-discretionary recommendations supported by algorithmic tools and comprehensive planning strategies, delivered through a centralized retirement-income consulting team in collaboration with client advisors.

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

Elizabeth M

Series 66

Pasadena, CA

Ameriprise

Elizabeth Miller is a Series 66-credentialed advisor at Ameriprise with one year of industry experience. Prior to Ameriprise, she held positions at Whittier Trust Company and AWM Capital. 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 annual 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
user avatar

Tyler E

Series 66

Pasadena, CA

Ameriprise

Tyler Elder is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously worked at CVS Pharmacy and Citrus College. In addition to his advisory role, he is a registered team member at JM Frederich Group Inc., managing an advisory business outside of investment activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team to produce personalized Recommendation Reports and ongoing advice, with investment options influenced by affiliated product relationships.

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

Michelle Y

Series 66

Pasadena, CA

Ameriprise

Michelle Yazawa is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC for four years before joining Ameriprise in 2020. Outside of her advisory work, Yazawa serves on the Board of Directors for the North Torrance Youth Musician's Ensemble and operates a part-time photography business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating detailed recommendation reports and ongoing tax-aware withdrawal strategies.

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)