San Franscsco, CA 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
150 Post St, Ste 530
San Franscsco CA 94108
Advisors at this office
3
Advisors at this office
Michelle A
Series 66
San Franscsco, CA
Ameriprise
Michelle Alberda is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1999 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a member and manager of Good Directions LLC, a boat rental and charter business in Carolina Beach, NC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.
Gregory W
CFP®, Series 66
San Franscsco, CA
Ameriprise
Gregory Ware is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise in San Francisco since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved with Kramer, Reinsdorf, Ware LLC, a pass-through entity engaged in staffing and real estate. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering personalized recommendations that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Lois W
Series 66
San Franscsco, CA
Ameriprise
Lois Wang is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Belmont Redwood Shores Youth Softball Association. 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 with a written Recommendation Report and ongoing advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by its affiliated product ecosystem.
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