Rochester, MN 2514 Superior Dr NW 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
2514 Superior Dr NW, Suite A
Rochester MN 55901
Advisors at this office
4
Advisors at this office
Adam B
Series 66
Rochester, MN
Ameriprise
Adam Broich is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing personalized recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services, emphasizing holdings in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated team.
Bennet B
Series 66
Rochester, MN
Ameriprise
Bennet Baker is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Hydrite Chemical Co. and South Dakota State University. Outside of his advisory role, he is a co-owner of Excelsior Snow Removal LLC. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions.
Zachary S
CFP®, Series 66
Rochester, MN
Ameriprise
Zachary Saiki is a financial advisor with Ameriprise in Rochester, MN, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Saiki serves on the boards of local homeowner associations and manages several business entities related to real estate and practice operations. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.
Dennis B
CFP®, ChFC®, Series 63
Rochester, MN
Ameriprise
Dennis Bussian is a financial advisor with Ameriprise in Rochester, MN, holding CFP®, ChFC®, and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he serves on the board of the Wabasha Community Foundation and is a managing partner of DNB Enterprises, LLC, which supports the operations of his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.
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