Sheboygan, WI 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
2108 Kohler Memorial Drive, Suite 210
Sheboygan WI 53081-3100
Advisors at this office
3
Advisors at this office
Aaron H
Series 66
Sheboygan, WI
Ameriprise
Aaron Hillmer is a financial advisor at Ameriprise in Sheboygan, WI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at the University of Wisconsin-Madison and Whistling Straits. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and uses proprietary research and algorithmic tools to support asset allocation and Social Security claiming decisions.
Brenna W
Series 66, Series 63
Sheboygan, WI
Ameriprise
Brenna Wallace is a financial advisor with Ameriprise in Sheboygan, WI, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Riverstone Wealth Partners, Commonwealth Financial Network, Allspring Funds Distributor, LLC, and Wells Fargo. 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 clients approaching or in retirement with a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Cory H
Series 66
Sheboygan, WI
Ameriprise
Cory Henschel is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. His prior work includes roles at the Wisconsin Housing and Economic Development Authority and the University of Wisconsin Madison. 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 written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
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