South Burlington, VT Kimball Ave 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
120 Kimball Ave Ste 100
South Burlington VT 05403-6837
Advisors at this office
6
Advisors at this office
Andrew M
Series 63, Series 65
South Burlington, VT
Ameriprise
Andrew Marcotte is a financial advisor with Ameriprise in South Burlington, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Marcotte also has a role with TrueGuidance Holdings, LLC, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves collaboration between centralized service teams and financial advisors, utilizing proprietary research and third-party data within a defined investment framework.
Amanda J
CFP®, Series 63, Series 65
South Burlington, VT
Ameriprise
Amanda Justice is a CFP® with seven years of industry experience, currently advising clients at Ameriprise in South Burlington, VT. She previously worked at JP Morgan for nine years. Justice is also involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice and written recommendation reports for clients approaching or in retirement.
Jeffrey M
Series 66
South Burlington, VT
Ameriprise
Jeffrey Metzler is a financial advisor with Ameriprise in South Burlington, VT, holding a Series 66 designation. He has one year of industry experience and previously worked at Thomas Somerville Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning using proprietary research and algorithmic tools.
Kyle P
Series 66
South Burlington, VT
Ameriprise
Kyle Pembroke is a financial advisor with Ameriprise Financial Services in South Burlington, VT, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services. He serves on the Board of Directors for Kid Safe and is an Investment Committee Member there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice based on research and algorithmic tools.
Trevor M
Series 66
South Burlington, VT
Ameriprise
Trevor Morley is a Series 66-licensed financial advisor at Ameriprise in South Burlington, VT, with two years of industry experience. His prior work history includes roles at Equity Services Inc, National Life Group, Darn Tough Vermont, and J. Morgan's Steakhouse. 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 Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Alexander L
Series 63, Series 65
South Burlington, VT
Ameriprise
Alexander Lajeunesse is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, CUSO Financial Services, and NorthCountry FCU. Outside of his advisory role, he owns AB Event Decor LLC, an event and party decoration business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing investment research and algorithmic tools within a defined investment framework.
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