Wausau, WI Washington St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

200 Washington St Ste 280

Wausau WI 54403

Advisors at this office

6

Advisors at this office

user avatar

Renee R

Series 63, Series 65

Wausau, WI

Ameriprise

Renee Radtke is a financial advisor with Ameriprise in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at several financial services firms and involvement with nonprofit organizations such as Covenant Community Presbyterian Church, where she manages accounting and payroll functions. She also has experience as a consultant with Mary Kay, Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Christian J

Series 66

Wausau, WI

Ameriprise

Christian Johnson is a financial advisor with Ameriprise in Wausau, WI, holding a Series 66 designation and one year of industry experience. His background includes roles in education and community organizations such as Wausau Country Club and various local schools. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report 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

Kevin H

CFP®, Series 63, Series 65

Wausau, WI

Ameriprise

Kevin Hermening is a CFP® professional with 35 years of industry experience, currently advising clients at Ameriprise since 2018. His prior roles include positions at First Allied Advisory Services and ownership of Hermening Financial Group LLC. He serves on the boards of Child Evangelism Fellowship Wisconsin and the Wausau Gateway Condo Association, and he is an adjunct professor at the University of Wisconsin - Stevens Point. Hermening is also involved in local politics as Chairman of the Republican Party of Marathon County and is a candidate for the U.S. House of Representatives. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team, combining advanced modeling and tax-efficiency analysis to support clients’ retirement strategies.

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

Larry W

Series 66

Wausau, WI

Ameriprise

Larry Waldburger II is a financial advisor at Ameriprise in Wausau, WI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Park City Credit Union, Partners in Planning, and UW Lacrosse. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Andrew C

Series 66

Wausau, WI

Ameriprise

Andrew Carrillo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. His prior experience includes roles at Tom James Company, Ashley Furniture, and Men's Wearhouse. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers 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
user avatar

Bryce S

Series 66

Wausau, WI

Ameriprise

Bryce Stieber is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds the Series 66 designation and has prior experience at Wells Fargo Clearing and Liberty Mutual. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning. The firm employs a centralized service team for retirement planning that collaborates with advisors and uses proprietary research and third-party data to guide nondiscretionary recommendations.

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