Salem, OR Liberty Rd S 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
3550 Liberty Rd S Ste 210
Salem OR 97302
Advisors at this office
4
Advisors at this office
Justin D
Series 66
Salem, OR
Ameriprise
Justin Doneth is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Integrity First Care, LLC and Integrated Services Network. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate customized retirement-income recommendations.
Scott W
Series 63, Series 65
Salem, OR
Ameriprise
Scott Wiegal is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Ameriprise since 2015, following prior roles at JHS Capital Advisors, Transamerica Financial Advisors, and Investment Advisors International. He serves on the boards and finance committees of several local organizations, including Queen of Peace School and Blanchet Catholic High School, and is the treasurer for Catholic Community Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
Andrea D
Series 66
Salem, OR
Ameriprise
Andrea Doneth is a financial advisor with Ameriprise in Salem, OR, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she owns The Pine Line LLC, a transportation and event services business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Jason D
Series 66
Salem, OR
Ameriprise
Jason Doneth is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, he serves on the Board of Directors for West Salem Little League as a player agent. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, non-discretionary retirement income recommendations.
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