Santa Clara, CA Freedom Cir 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
3945 Freedom Cir Ste 630
Santa Clara CA 95054
Advisors at this office
5
Advisors at this office
Alexander K
Series 66
Santa Clara, CA
Ameriprise
Alexander Keeno is a financial advisor with Ameriprise in Santa Clara, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First Republic Bank and Santa Clara University. 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 ongoing retirement-income planning advice based on a written Recommendation Report, focusing on dependable income sources and tax-aware withdrawal strategies.
Victoria S
Series 66
Santa Clara, CA
Ameriprise
Victoria Simpson is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2008. Based in Santa Clara, CA, her career has been focused within this firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.
Richard S
Series 66
Santa Clara, CA
Ameriprise
Richard Simpson is a Series 66 licensed advisor with 21 years of industry experience, currently serving clients at Ameriprise in Santa Clara, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers, including Blue Shield, Anthem Blue Cross, Kaiser Permanente, and United Healthcare. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach that integrates proprietary investment research and third-party data.
Darren B
CFP®, Series 65, Series 63
Santa Clara, CA
Ameriprise
Darren Bado is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Ameriprise in Santa Clara, CA. His prior roles include positions at Bordeaux Wealth Advisors, Kestra Advisory, and Transitions Wealth Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm leverages a centralized team and proprietary tools to deliver non-discretionary recommendations tailored to clients meeting certain asset thresholds.
Phuong M
Series 66
Santa Clara, CA
Ameriprise
Phuong Mai is a financial advisor at Ameriprise with nine years of industry experience and a Series 66 designation. She previously worked at Kestra Advisory and Transitions Wealth Advisors and has provided comprehensive financial planning, risk management, and asset management services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.
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