Wausau, WI S 17th Ave 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
903 S 17th Ave, Ste A
Wausau WI 54401
Advisors at this office
3
Advisors at this office
Andrew J
Series 66
Wausau, WI
Ameriprise
Andrew Jarvis is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations primarily for clients maintaining assets in Ameriprise Managed Accounts.
James K
CFP®, Series 63
Wausau, WI
Ameriprise
James Koehler is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor based in Wausau, WI. Outside of his advisory role, he is a partial owner and manager of an office building through DJK Investments, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Joel P
Series 66
Wausau, WI
Ameriprise
Joel Pergolski is a financial advisor with Ameriprise in Weston, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Pergolski serves on the board of Junior Achievement of North Central Wisconsin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.
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