Shreveport, LA Line Ave Office

Team
Updated today
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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

6105 Line Ave Ste 100

Shreveport LA 71106

Advisors at this office

10

Advisors at this office

user avatar

Evan M

Series 66

Shreveport, LA

Ameriprise

Evan Myers is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and five years of industry experience. Before joining Ameriprise in 2021, he worked at Kroger Grocery Co for nine years. He is involved in an outside business activity with Lapis Enterprises Inc, a trade desk affiliated with his Ameriprise team practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Wendell W

CFP®, Series 66

Shreveport, LA

Ameriprise

Wendell Whetstone is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, with 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. He serves as president of the Louisiana Baptist Foundation’s board of directors. Ameriprise provides 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 deliver non-discretionary, written recommendations through a centralized consulting team.

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

Sherricka J

Series 66

Shreveport, LA

Ameriprise

Sherricka Jones is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. Her prior work includes a decade at Primerica Advisors and service with the City of Shreveport. Outside of finance, she is involved in the local arts community as co-owner of a dance arts school and serves on boards for several cultural organizations. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions.

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

Kelly H

Series 66

Shreveport, LA

Ameriprise

Kelly Hauser is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2021, Hauser worked at Non-Stop Scaffolding, Inc., OneAmerica Securities, Inc., and Chase Investment Services Corp. Outside of advisory work, Hauser has a woodworking and sign-making hobby that generates revenue and serves on the Investments & Wealth Monitor Editorial Advisory Board. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

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

Megan F

CFP®, Series 63, Series 65

Shreveport, LA

Ameriprise

Megan Feulner Hauser is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc, Bank of America, N.A., and Merrill. She is involved in a team practice through Lapis Enterprise in Shreveport, LA. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

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

William S

Series 66

Shreveport, LA

Ameriprise

William Street is a Series 66-licensed financial advisor with Ameriprise in Shreveport, LA, and has 11 years of industry experience. He previously worked at Raymond James & Associates before joining Ameriprise Financial Services and then Ameriprise. He is a minor shareholder in Lapis Enterprises Inc., a legal entity associated with his Ameriprise team practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports delivered through a centralized consulting team.

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

Douglas L

Series 66

Shreveport, LA

Ameriprise

Douglas Lawrence is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he is involved in independent insurance brokering and manages business entities supporting his Ameriprise team practice in both Louisiana and Oklahoma. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Nicole B

Series 65, Series 63

Shreveport, LA

Ameriprise

Nicole Broussard is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at Cetera Advisors, Stratos Wealth Partners, JCN Financial & Tax Advisory Group, and Advisory Services Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Sara W

Series 66

Shreveport, LA

Ameriprise

Sara Whetstone is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2016. Outside of her advisory role, she is involved with Lapis Enterprises Inc., an associate financial advisor position within her Ameriprise team practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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

Stafford L

Series 66

Shreveport, LA

Ameriprise

Stafford Lyons is a Series 66-credentialed advisor with nine years of industry experience, currently with Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2016 to 2020. He serves as an office manager and paraplanner for Lapis Enterprises Inc., a legal entity associated with his Ameriprise team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing 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
View complete list of advisors at this office
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