Shreveport, LA N Ashley Ridge Loop Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 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

738 N Ashley Ridge Loop

Shreveport LA 71106

Advisors at this office

14

Advisors at this office

user avatar

Cody K

Series 66

Shreveport, LA

Ameriprise

Cody King is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, King serves on the finance committee of Riverpark Church and is a board member of the Northwest Louisiana Chapter of the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. 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

Jared K

Series 66

Shreveport, LA

Ameriprise

Jared Kutz is a financial advisor with Ameriprise Financial Services in Shreveport, LA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2016, he operated Kutz Accounting Services Inc. for seven years. Outside of his advisory role, he manages Kutz Enterprises and continues involvement in accounting through Kutz Accounting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools.

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

Maureen O

Series 66

Shreveport, LA

Ameriprise

Maureen O'Neal is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. O'Neal serves as Chair and President of the Board for Robinson's Rescue and is a member of the Louisiana State University in Shreveport Business Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Christopher M

Series 66

Shreveport, LA

Ameriprise

Christopher Murphy is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 16 years of industry experience. He has been with Ameriprise and its related entities since 2012. Murphy also manages an advisory business through Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies.

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

Kyler B

Series 66

Shreveport, LA

Ameriprise

Kyler Burns is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Bom Financial Services, Northwestern State University, and BOM Bank. Outside of his advisory role, Kyler operates a mobile floral boutique cart, Beka's Blooms, that serves events around North Louisiana. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized team to deliver non-discretionary, research-based retirement income recommendations.

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

Michael B

Series 66

Shreveport, LA

Ameriprise

Michael Bacon is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Ameriprise since 2024 and previously held roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Regions Bank. He has also managed his own advisory business in collaboration with Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on detailed analysis and investment research.

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

Dragan M

Series 66

Shreveport, LA

Ameriprise

Dragan Matic is a financial advisor with Ameriprise Financial Services based in Shreveport, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including digital marketing management and paraplanning. Outside of advisory services, he is involved in digital marketing through his business ownership of MBM Commerce LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to deliver customized recommendation reports and ongoing advice.

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

Nicholas H

Series 66

Shreveport, LA

Ameriprise

Nicholas Hammond is a financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Centenary College of Louisiana. He serves on the board of the Caddo Bossier Soccer Association and is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning 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

Jordon D

Series 66

Shreveport, LA

Ameriprise

Jordon Davisson is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Louisiana State University at Shreveport. Outside of his advisory role, he owns JKDavi LLC, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service with written recommendation reports and ongoing tax-aware retirement planning, using proprietary research and third-party data within a managed account framework.

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

Tanner M

CFP®, Series 66

Shreveport, LA

Ameriprise

Tanner Murphy is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, based in Shreveport, LA, and has 10 years of industry experience. He has been with Ameriprise since 2016. Murphy serves on the Board of Directors for the Boy Scouts of America and is a board member of the Shreveport Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning through tax-aware withdrawal strategies and dependable income sources.

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

Sharon M

Series 66

Shreveport, LA

Ameriprise

Sharon Martin is a Series 66-licensed financial advisor with Ameriprise in Haughton, LA, and has 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Martin is involved in managing an advisory business through Kevin L Murphy, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered through a centralized consulting team.

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

Kevin M

CFP®, Series 63

Shreveport, LA

Ameriprise

Kevin Murphy is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership related to managing office expenses and practice acquisition activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, with a focus on clients meeting specified asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-supported strategies to deliver personalized, non-discretionary recommendations.

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

Gabriel R

Series 63, Series 65

Shreveport, LA

Ameriprise

Gabriel Rodriguez is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2022. Outside of his advisory role, he serves as a high school soccer coach for the Caddo Parish School Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides 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

Anthony J

Series 66

Shreveport, LA

Ameriprise

Anthony Juneau is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he owns and operates tax preparation businesses in Shreveport, Louisiana. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")