Troy, MI 1441 W Long Lake Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

24

Of 12,773 advisors across 4,079 offices

Location

1441 W Long Lake Rd, Ste 250

Troy MI 48098-4436

Advisors at this office

24

Advisors at this office

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Russell P

Series 63, Series 65

Troy, MI

Ameriprise

Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

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

Series 63, Series 66

Troy, MI

Ameriprise

Tia Wallington is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2015. Outside of her advisory role, she manages a rental property business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports.

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

Series 63, Series 66

Troy, MI

Ameriprise

Erik Kent is a financial advisor at Ameriprise in Troy, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley, Citizens Securities, Inc., and Scottrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused 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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Paul N

Series 63, Series 65, Series 66

Troy, MI

Ameriprise

Paul Nassar is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized team for retirement income recommendations and draws on proprietary research and external data within a defined investment universe influenced by affiliated product relationships.

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

Series 63, Series 66

Troy, MI

Ameriprise

Jennifer Ball is a financial advisor with Ameriprise in Hazel Park, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a Girl Scout troop leader, where she facilitates volunteers and supports the PTA president. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory resources to deliver tailored retirement income plans primarily for clients with Ameriprise-managed accounts.

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

Series 63, Series 66

Troy, MI

Ameriprise

Michael Beckner is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Scottrade for 16 years before joining Ameriprise Financial Services in 2018. Outside of his advisory role, Beckner serves as a church treasurer, assisting with financial responsibilities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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

Series 66

Troy, MI

Ameriprise

Steven Andriola is a financial advisor with Ameriprise Financial Services in Troy, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Outside of his advisory role, he serves as president of the Tuesday Jr. House League, a sanctioned bowling league, where he reviews and audits league financials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm employs a non-discretionary, research-driven approach focused 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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Susanne K

Series 63, Series 65

Troy, MI

Ameriprise

Susanne Kullen is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wealth Strategies Financial Group and Securian Financial Services. Outside of her advisory work, she is a member of BRSK Management, LLC, a property management business, with no active duties. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income, tax efficiency, and Social Security strategies.

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

Series 66

Troy, MI

Ameriprise

Jesse Adams is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Edward E

Series 63, Series 65

Troy, MI

Ameriprise

Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports 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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Michael K

Series 63, Series 65

Troy, MI

Ameriprise

Michael Knittel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with Ameriprise in various capacities since 2009, currently based in Troy, MI. 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 tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Christopher B

Series 63, Series 65

Troy, MI

Ameriprise

Christopher Beauvais is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and had shorter tenures at OSAIC and DeRoy & Devereaux before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and investment recommendations influenced by an affiliated product ecosystem and distribution arrangements.

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

Series 63, Series 65

Troy, MI

Ameriprise

Michael Tocco is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, J.P. Morgan Securities, and an earlier tenure at Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured, algorithm-supported process to generate personalized retirement income plans.

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

Series 63, Series 65

Troy, MI

Ameriprise

Christopher Oliver is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2009 and previously spent over two decades at Olde Discount Corporation. Outside of his advisory role, he manages a rental property business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers personalized reports through a centralized consulting team.

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

Teri P

Series 63, Series 66

Troy, MI

Ameriprise

Teri Prause is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for clients with assets managed within Ameriprise.

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