Springfield, MO 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
Springfield MO
Advisors at this office
3
Advisors at this office
Ron P
Series 63, Series 65
Springfield, MO
Ameriprise
Ron Penney Jr. is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise since 1983, including 15 years at Ameriprise Financial Services, Inc. Penney serves as President of the Board of Directors for the Pearson Pointe Subdivision and acts as an expert witness in financial planning cases. Ameriprise offers retirement-income planning services tailored for individuals nearing or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Eric B
Series 66
Springfield, MO
Ameriprise
Eric Bruning is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Cornerstone Wealth Management, LPL Financial, Great Southern Bank, University Communities, and Cardinal Group Management. 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 detailed retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Seth M
Series 66
Springfield, MO
Ameriprise
Seth Murray is a financial advisor with Ameriprise in Springfield, MO, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns several LLCs involved in managing office expenses and commercial property. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
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