Scottsdale, AZ 14500 N Northsight Blvd 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
14500 N Northsight Blvd Ste 213
Scottsdale AZ 85260
Advisors at this office
3
Advisors at this office
Krista T
Series 63
Scottsdale, AZ
Ameriprise
Krista Tarbox is a financial advisor with Ameriprise in Tempe, AZ, holding a Series 63 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise-managed accounts.
Kristi S
Series 66
Scottsdale, AZ
Ameriprise
Kristi Simerman is a Series 66-licensed financial advisor with Ameriprise in Scottsdale, AZ, with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes detailed written Recommendation Reports and ongoing advice produced by a centralized team and typically applies restrictive enrollment criteria and proprietary investment and distribution arrangements.
Jason A
Series 66
Scottsdale, AZ
Ameriprise
Jason Ayala is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 66 designation. Ayala serves as Treasurer on the Board of Directors for Los Ojos de la Familia, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
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