Warrenton, VA Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

Warrenton VA

Advisors at this office

3

Advisors at this office

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Christine E

Series 63, Series 65

Warrenton, VA

Ameriprise

Christine Emond is a financial advisor with Ameriprise in Warrenton, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as a non-officer member of the Brightwaters BPOA Board and owns CME Advancing Partners, LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 63, Series 65

Warrenton, VA

Ameriprise

Brian Bausman is a financial advisor at Ameriprise with 27 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he manages a small non-investment business activity. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

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

Series 66

Warrenton, VA

Ameriprise

Matthew Cizler is a financial advisor with Ameriprise in Bentonville, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. He operates his individual financial advisory practice through an LLC treated as an S corporation for tax purposes. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. 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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