Plano, TX Legacy Dr 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
Location
4504 Legacy Dr Ste 200
Plano TX 75024
Advisors at this office
7
Advisors at this office
Gary G
Series 63
Plano, TX
Ameriprise
Gary Grahnquist is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.
William B
CFP®, Series 63
Plano, TX
Ameriprise
William Burmeier is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Carrollton, TX. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.
Mary P
Series 66
Plano, TX
Ameriprise
Mary Pepkin is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of her advisory role, she owns and manages AMEAP LLC, a business related to her Ameriprise activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax analysis to deliver written, non-discretionary recommendation reports, with a focus on clients holding assets in Ameriprise-managed accounts.
David M
Series 66
Plano, TX
Ameriprise
David Medick is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metlife Securities, Inc. He serves on the board of the Live Like Knox Foundation and manages operations for his own business entity, David M Medick, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Wesley T
Series 66
Plano, TX
Ameriprise
Wesley Tolleson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles at Southern Methodist University, Texas A&M University, and Texas Bank and Trust. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement with substantial investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Jeffrey S
Series 63, Series 66
Plano, TX
Ameriprise
Jeffrey Steiner is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His previous roles include positions at Edward Jones and UMB Bank. Based in Plano, TX, he has been with Ameriprise since 2025. 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 ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.
Jacob H
Series 66
Plano, TX
Ameriprise
Jacob Hollingsworth is a financial advisor with Ameriprise in Prosper, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in managing an optometry office and holds ownership interests in several non-investment-related business entities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
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