Toledo, OH Centennial Rd. Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

5

Of 12,719 advisors across 4,078 offices

Location

2244 Centennial Rd.

Toledo OH 43617-1870

Advisors at this office

5

Advisors at this office

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John H

Series 63, Series 65

Toledo, OH

Ameriprise

John Harris Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes service in the United States Marine Corps and work in retail and home improvement sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

CFP®, Series 63, Series 65

Toledo, OH

Ameriprise

Douglas Pyle is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Ameriprise in Toledo, OH. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 63, Series 65

Toledo, OH

Ameriprise

David Eisenstein is a financial advisor with Ameriprise in Holland, Ohio, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a structured oversight process, offering a broad range of advisory, brokerage, and insurance solutions.

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

Series 63, Series 65

Toledo, OH

Ameriprise

Parker Wall is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2016. Wall serves on the Board of Directors for Sylvania Area Family Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tailored recommendation reports and ongoing advice.

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

Series 63, Series 65

Toledo, OH

Ameriprise

Michael Mahnke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise in various capacities since 2009. Outside of his advisory role, he serves as a high school football, softball, and baseball official. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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