Pocatello, ID Pole Line 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
4189 Pole Line Rd
Pocatello ID 83202
Advisors at this office
4
Advisors at this office
George K
Series 63, Series 65
Pocatello, ID
Ameriprise
George Katsilometes is a financial advisor with Ameriprise in Pocatello, Idaho, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entity, Ameriprise Financial Services, Inc. Outside of his advisory role, Katsilometes serves on the board of the Pocatello Sports Committee. Ameriprise is a large institutional firm offering retirement-income planning services primarily to clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
Steven P
Series 66
Pocatello, ID
Ameriprise
Steven Petersen is a financial advisor with Ameriprise in Chubbuck, Idaho, holding a Series 66 license and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory work, Petersen is an author of fantasy novels and ebooks. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis through a centralized consulting team to provide tailored, non-discretionary recommendations.
Orie K
Series 66
Pocatello, ID
Ameriprise
Orie Katsilometes is a financial advisor with Ameriprise in Pocatello, ID, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Amer Sports, and Rei. Outside of advising, he is involved in managing several business entities unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Sara P
Series 66
Pocatello, ID
Ameriprise
Sara Petersen is a financial advisor with Ameriprise in Chubbuck, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked in education at School District 25, Tyhee Elementary. She serves on the Board of Directors for the Portneuf District Library. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
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