West Des Moines, IA Valley West Dr 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
1200 Valley West Dr, Ste 608
West Des Moines IA 50266
Advisors at this office
4
Advisors at this office
Jack H
Series 66
West Des Moines, IA
Ameriprise
Jack Haverland is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Bodine Electric Company and Hyvee. Outside of his advisory work, he is employed as a delivery driver for DoorDash. 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 income sources and tax-aware withdrawal strategies.
Ryan G
Series 66
West Des Moines, IA
Ameriprise
Ryan Gilbert is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2018 and serves in the Air Force Reserves as a military intelligence analyst, supervising other analysts and delivering intelligence briefs. Gilbert also owns RMG Infinity LLC, which manages the operations of his practice. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team and algorithmic tools to generate retirement income recommendations.
Winonah D
Series 63
West Des Moines, IA
Ameriprise
Winonah Doty Mc Cluskey is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the Colon Cancer Foundation of Iowa. Ameriprise is a large institutional firm that provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income approach combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients with substantial investable assets.
Julie F
Series 66
West Des Moines, IA
Ameriprise
Julie Freeborn is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise since 2003, including a current tenure beginning in 2021, and briefly with Iowa Workforce Development in 2020. Outside of her advisory role, she is involved with Young Living Essential Oils for personal use. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.
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