Southlake, TX 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
Southlake TX
Advisors at this office
3
Advisors at this office
Jeffrey I
Series 63, Series 66
Southlake, TX
Ameriprise
Jeffrey Israel is a financial advisor with Ameriprise in Southlake, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Securities for a decade and later at Hilltop Securities. Outside of his advisory work, he serves on the Board of Directors for the Southlake Baseball Association as a scheduler and 7U commissioner and is involved in managing his own consulting and advisory businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice tailored to clients approaching or in retirement.
Allison I
CFP®, Series 63, Series 66
Southlake, TX
Ameriprise
Allison Israel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Merrill from 2010 to 2018. Outside of her advisory role, Israel is a co-owner of Dragon Ridge LLC and serves as treasurer on the board of directors for the Cross Timbers Hills Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.
Thomas P
Series 66
Southlake, TX
Ameriprise
Thomas Palmersheim is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, he worked as a self-employed consultant and spent six years with Amadeus IT Group. Outside of financial advising, he provides phone consultations on travel and technology as a personal consultant. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers tailored retirement planning advice based on proprietary research and third-party data. The firm’s approach includes a collaborative service model with clearly defined enrollment criteria and investment options influenced by affiliated product relationships.
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