Phoenix, AZ Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,073 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

Phoenix AZ

Advisors at this office

6

Advisors at this office

user avatar

Richard B

Series 66, Series 65

Phoenix, AZ

Ameriprise

Richard Bonge is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Ameriprise and its predecessor entities since 2012, with a brief hiatus in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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

Jeffrey E

Series 63

Phoenix, AZ

Ameriprise

Jeffrey Ellish is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 63 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, Ellish owns a publishing company, Little Wing Publishing, and serves as Treasurer on the Board of Directors for All Saints' Episcopal Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning 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

Mary B

ChFC®, Series 63

Phoenix, AZ

Ameriprise

Mary Baron is a financial advisor with Ameriprise in Phoenix, AZ, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. She has worked with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides clients with a written Recommendation Report and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing proprietary research, third-party data, and algorithmic tools.

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

Thomas H

Series 66

Phoenix, AZ

Ameriprise

Thomas Howard is a financial advisor with Ameriprise in Phoenix, AZ, holding the Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Culinary Dropout and FedEx. He also serves as a paraplanner for Heick, Hester, Smith & Associates LLC. 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 planning focused on retirement income, using proprietary research and algorithmic tools.

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

Barry F

Series 63, Series 65

Phoenix, AZ

Ameriprise

Barry Fishco is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 credentials. He began his advisory career with Ameriprise in 2026. Prior to this, Fishco held various roles including operating a modern American smokehouse and working at several service and retail companies. 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, which provides tailored recommendations and ongoing 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

Kyle R

Series 66

Phoenix, AZ

Ameriprise

Kyle Riley is a financial advisor with Ameriprise Financial Services in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise since 2017, working first at Ameriprise Financial Services Inc. and then at Ameriprise Financial Services, LLC. Prior to that, he was self-employed and briefly worked at Mass Mutual. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

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