Three Rivers, MI S. Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,078 offices
Location
200 S. Main Street
Three Rivers MI 49093
Advisors at this office
2
Advisors at this office
Jordan B
Series 66
Three Rivers, MI
Ameriprise
Jordan Booko is a financial advisor with Ameriprise in Three Rivers, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to generate tailored retirement recommendations, primarily managing assets within Ameriprise accounts.
David B
ChFC®, Series 63
Three Rivers, MI
Ameriprise
David Booko is a financial advisor with Ameriprise in Cocoa Beach, FL, holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Ameriprise offers specialized retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide detailed, non-discretionary recommendations through a centralized consulting team, emphasizing asset management within Ameriprise accounts.
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