Roseville, MN Highway 36 W 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
1700 Highway 36 W, Ste 420
Roseville MN 55113
Advisors at this office
5
Advisors at this office
Gavin C
CFP®, ChFC®, Series 63, Series 65
Roseville, MN
Ameriprise
Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.
Thomas D
Series 63, Series 65
Roseville, MN
Ameriprise
Thomas Dircks Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and SII Investments, Inc. He is also the owner of Prairie Wealth Strategies, a financial planning and securities sales business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.
Dean R
Series 66
Roseville, MN
Ameriprise
Dean Ravenscroft is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and service with the Department of the Army. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.
Benjamin T
Series 66
Roseville, MN
Ameriprise
Benjamin Tollander is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Group, and LPL Financial, among other firms. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Erika G
Series 66
Roseville, MN
Ameriprise
Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at Free People and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
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