Portsmouth, OH A Bierly 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
313 A Bierly Rd
Portsmouth OH 45662-8805
Advisors at this office
4
Advisors at this office
Elijah D
Series 66
Portsmouth, OH
Ameriprise
Elijah Duduit is a financial advisor with Ameriprise in Portsmouth, OH, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for five years and has experience in various roles including data analytics. Outside of his advisory work, he performs analytics contracting focused on data cleaning and analysis on an occasional basis outside of investment-related activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides customized retirement planning and ongoing advice based on proprietary research and algorithmic tools.
Debbie K
Series 66
Portsmouth, OH
Ameriprise
Debbie Kratzenberg is a financial advisor with Ameriprise in Minford, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, supported by a centralized consulting team and algorithmic tools.
Marc C
Series 63
Portsmouth, OH
Ameriprise
Marc Cottle is a financial advisor with Ameriprise in Portsmouth, Ohio, holding a Series 63 designation and 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of advising, he serves on the board of Sole Choice Inc., a shoe care products company, and is involved with a restaurant business in Jackson, Ohio, as well as participating on an investment provider monitoring committee at Shawnee State University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that include tax-efficient withdrawal strategies and Social Security options.
Clay C
Series 66
Portsmouth, OH
Ameriprise
Clay Cottle is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2023. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with Ameriprise-managed accounts and employing algorithmic automation to support its advice process.
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