Shakopee, MN Ramsey Street Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,128

Across 4,274 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

1275 Ramsey Street, Suite 800

Shakopee MN 55379

Advisors at this office

7

Advisors at this office

user avatar

James G

Series 66

Shakopee, MN

Ameriprise

James Grabianowski is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his financial career, he works as a camera operator for high school sporting events. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides clients with a written Recommendation Report and ongoing advice, developed through a combination of internal research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Tanner T

Series 63, Series 65

Shakopee, MN

Ameriprise

Tanner Theis is a financial advisor with Ameriprise in Shakopee, MN, holding Series 63 and Series 65 licenses. He has been with Ameriprise and its related entities since 2019. Prior to his advisory role, he worked in the hospitality industry and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a combination of research, third-party data, and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Karl P

CFP®, Series 63

Shakopee, MN

Ameriprise

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph L

Series 66

Shakopee, MN

Ameriprise

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Daniel F

Series 66

Shakopee, MN

Ameriprise

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Kurt S

Series 66

Shakopee, MN

Ameriprise

Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Mark T

Series 63

Shakopee, MN

Ameriprise

Mark Theis is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in commercial real estate ownership through partial ownership of a building in Shakopee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendations with ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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