Rapid City, SD 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
Rapid City SD
Advisors at this office
4
Advisors at this office
Tyler P
Series 66
Rapid City, SD
Ameriprise
Tyler Petersen is a financial advisor at Ameriprise in Rapid City, SD, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2020 and has prior work experience in various sectors including hospitality and fitness. Outside of advising, he is a co-owner of Two Friends LLC, a holding company for future real estate development. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.
Thomas P
Series 63, Series 65
Rapid City, SD
Ameriprise
Thomas Pavlik is a financial advisor with Ameriprise in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Pavlik owns a retail business called High Five 385 and also works with LFP Consulting in a financial advisory capacity. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.
Sandra S
Series 63, Series 65
Rapid City, SD
Ameriprise
Sandra Schwan is a financial advisor with Ameriprise in Rapid City, SD, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Raymond James Financial Services and Cetera Investment Services, as well as 15 years at Great Western Bank. She serves as president of the board for Rapid City Summer Nights, Inc., a community organization. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, delivering tailored, research-backed recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Ted N
CFP®, Series 63
Rapid City, SD
Ameriprise
Ted Norman is a CFP®-credentialed financial advisor with Ameriprise in Rapid City, SD, bringing 37 years of industry experience. He has been with Ameriprise and its predecessor firms since 2009. Outside of his advisory work, he is involved in a musical band. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, tax-efficient strategies with annual recommendation reports delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
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