Savoy, IL 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
6 Dunlap Ct
Savoy IL 61874
Advisors at this office
4
Advisors at this office
Courtney O
Series 65, Series 63
Savoy, IL
Ameriprise
Courtney Oliveira is a financial advisor with Ameriprise in Savoy, IL, holding Series 65 and Series 63 designations and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved with Preeminent Group LLC, where she performs trading, money movements, and account administration. 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 retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Justin G
Series 66
Savoy, IL
Ameriprise
Justin Gann is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Frasca International. Outside of his advisory role, he is employed by Preeminent Group, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.
Douglas B
Series 63
Savoy, IL
Ameriprise
Douglas Bushue is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in financial planning through business ownership and administrative activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.
Oluwatomiwa B
Series 66
Savoy, IL
Ameriprise
Oluwatomiwa Bami Ogunbiyi is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, Ogunbiyi worked in various roles including at AT&T and the University of Illinois College of Law. Ogunbiyi is also an associate financial advisor with Preeminent Group LLC, where they assist with financial plans, trades, and account monitoring. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
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