Seattle, WA 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
Seattle WA
Advisors at this office
6
Advisors at this office
Jeffrey M
Series 66
Seattle, WA
Ameriprise
Jeffrey Mushen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an advisor on the Board of Directors for the University Sunrise Rotary Foundation and manages Cascadia Operations LLC, a business supporting his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Andrew V
Series 63, Series 65
Seattle, WA
Ameriprise
Andrew Vernon is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Sovereign Asset Management and John Hancock Advisors. He is also the managing partner of Live Your Ideal Life, LLC, a financial planning firm affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.
John M
Series 63, Series 65
Seattle, WA
Ameriprise
John Miller is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of finance, he is involved in video production through his business, Pipers Creek Films, and serves as treasurer on the board of Cascade Treasure Club. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria. The firm combines research-driven recommendations with tax-smart strategies and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Willie D
Series 66
Seattle, WA
Ameriprise
Willie Daniels is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Frontline Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team that delivers non-discretionary, model-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.
Adam C
Series 66
Seattle, WA
Ameriprise
Adam Cousino is a financial advisor with Ameriprise based in Tampa, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Merrill and Bank of America. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a wide range of advisory, brokerage, and insurance solutions.
Allen M
CFP®, Series 63, Series 66
Seattle, WA
Ameriprise
Allen Murray is a CFP® professional with 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 17 years with Edward Jones. His other business activities include ownership of a single-family real estate property unrelated to investment activities. 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 retirement planning advice through a written Recommendation Report and ongoing support, focusing on income sources and tax-aware withdrawal strategies.
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