Westerville, OH Bishop Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,079 offices
Location
15 Bishop Dr Ste 101
Westerville OH 43081
Advisors at this office
2
Advisors at this office
William G
Series 66
Westerville, OH
Ameriprise
William Garner is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2016, currently based in Westerville, Ohio. Outside of his advisory role, he serves as Committee Chair for a local Cub Scouts pack. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.
Janet G
Series 63
Westerville, OH
Ameriprise
Janet Gabel is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.
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