Victoria, TX N Navarro St Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
5606 N Navarro St, Ste 207
Victoria TX 77904-1758
Advisors at this office
3
Advisors at this office
Mariah C
Series 66
Victoria, TX
Ameriprise
Mariah Cisneros is a Series 66-credentialed financial advisor with Ameriprise, based in Victoria, TX, and has three years of industry experience. Prior to joining Ameriprise in 2020, she worked at Zoom Eyeccare and Chili's. She serves on the Board of Directors for the ABWA Victoria Professional Express Network and holds leadership roles with the Victoria Chamber of Commerce Ambassadors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning advice through written Recommendation Reports and ongoing support.
Michele R
Series 66
Victoria, TX
Ameriprise
Michele Rohde is a financial advisor with Ameriprise in Victoria, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory work, she is involved in coaching professional women on topics such as work/life balance and career motivation, and she co-authored a book focused on goal setting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that incorporates investment research and tax-aware strategies.
Rocky R
Series 66
Victoria, TX
Ameriprise
Rocky Rohde is a financial advisor with Ameriprise in Victoria, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Rohde is involved in health insurance brokering through Rohde Financial Group, LLC, offering clients access to plans from providers such as Aetna and Blue Cross Blue Shield. He also creates automotive content on YouTube and participates in health coaching and monster truck event promotions. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
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