Salem, OR Cottage St NE 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
528 Cottage St NE, Ste 300 A
Salem OR 97301
Advisors at this office
4
Advisors at this office
Mikeal D
Series 63
Salem, OR
Ameriprise
Mikeal Davis is a financial advisor with Ameriprise in Dallas, Oregon, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Elder Board for Faith Evangelical Free Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Adam F
Series 66, Series 63
Salem, OR
Ameriprise
Adam Feik is a financial advisor at Ameriprise Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Aldrich CPAs and Advisors LLP, Mass Mutual Investors Services, and MassMutual Life Insurance Company. 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 recommendations and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.
Grant S
Series 66
Salem, OR
Ameriprise
Grant Stewart is a financial advisor with Ameriprise in Dallas, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Nolan M
Series 66
Salem, OR
Ameriprise
Nolan Miller is a financial advisor with Ameriprise in Salem, OR, holding a Series 66 designation and beginning his advisory career in 2025. Prior to Ameriprise, his work experience includes roles in education and retail. 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 through written Recommendation Reports and ongoing advice.
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