Sunset Hills, MO Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,719 advisors across 4,079 offices

Location

10825 Watson Rd, Ste 110

Sunset Hills MO 63127-1031

Advisors at this office

4

Advisors at this office

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Philip D

Series 63, Series 65

Sunset Hills, MO

Ameriprise

Philip Deitch is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Deitch serves on the board of directors for the STL LGBTQ Chamber of Commerce and is involved in various community organizations including JWJ and LEAD STL, where he works as a program trainer. He also engages in freelance photography and journalism. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach incorporates investment research and tax-aware strategies, with enrollment criteria requiring minimum investable assets and integrating Ameriprise-managed assets.

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

Series 65, Series 66

Sunset Hills, MO

Ameriprise

Erin Haberkorn is a financial advisor at Ameriprise in Saint Louis, MO, holding Series 65 and Series 66 licenses with 24 years of industry experience. She has been with Ameriprise and its affiliates since 2001. Outside of her advisory role, she is involved in a business partnership named Crestwood Partnership. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. It offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

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

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Melinda Schowengerdt is a financial advisor with Ameriprise in Sunset Hills, MO, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its predecessor entities since 1998. Outside of her advisory role, she is involved in a business ownership interest unrelated to investment activities. 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 recommendations and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Tedd Schlereth is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he has a business ownership interest in Crestwood Partnership, a non-investment-related venture. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice, focusing on income reliability and tax-efficient withdrawal strategies.

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