Stuart, FL Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,773 advisors across 4,079 offices

Location

Stuart FL

Advisors at this office

2

Advisors at this office

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Kenneth K

Series 63, Series 65

Stuart, FL

Ameriprise

Kenneth Katcher is a financial advisor with Ameriprise in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients near or in retirement, featuring a written Recommendation Report and ongoing retirement-income planning advice informed by proprietary research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey B

CFP®, Series 63, Series 65

Stuart, FL

Ameriprise

Jeffrey Biscardi is a CFP® with 41 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Medford, NY. Outside of his advisory role, Biscardi is president of Wood Park Corp, a business entity used to pay business expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions across investment, brokerage, and insurance offerings.

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