San Francisco, CA One Sansome St 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
One Sansome St, Ste 1400
San Francisco CA 94104-4431
Advisors at this office
3
Advisors at this office
Shana Athena H
Series 63, Series 66
San Francisco, CA
Ameriprise
Shana Athena Hudson is a financial advisor with Ameriprise in San Francisco, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2026, she worked at Transamerica Capital LLC and Janus Henderson in various roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm integrates investment research and algorithmic tools in its approach and operates within a defined product ecosystem.
Jordan L
Series 66
San Francisco, CA
Ameriprise
Jordan Lautt is a financial advisor at Ameriprise in San Francisco, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2019, he worked at the University of California, Santa Cruz, and Match Analysis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice for clients approaching or in retirement. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.
Steven B
CFP®, Series 66
San Francisco, CA
Ameriprise
Steven Bealey is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, following 13 years with Ameriprise Financial Services, Inc. He is also a musician, performer, and recording artist, and the author of *Financial Success Starts Now! The Young Person's Guide to Money in America* (2017). Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations.
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