Westlake, OH 2035 Crocker Rd 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

2035 Crocker Rd, Ste 201

Westlake OH 44145-2194

Advisors at this office

8

Advisors at this office

user avatar

Nick P

Series 63, Series 65

Westlake, OH

Ameriprise

Nick Pietrocola is a financial advisor with Ameriprise in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory work, he participates in surveys related to the financial services industry. 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 ongoing, written retirement-income planning and 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

Laura W

Series 63

Westlake, OH

Ameriprise

Laura Weiner Smith is a financial advisor with Ameriprise in Lorain, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice primarily for assets managed within Ameriprise.

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

Mark V

Series 63, Series 65

Westlake, OH

Ameriprise

Mark Vavruska is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Stifel for 14 years before joining Ameriprise, where he has been since 2020. Ameriprise provides a retirement-income planning service focused on individuals with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations.

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

Luke V

Series 63, Series 65

Westlake, OH

Ameriprise

Luke Vulku is a financial advisor with Ameriprise in Westlake, Ohio, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at Hyland and Ameriprise Financial, as well as positions outside finance at Ohio State University and Westlake City Schools. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized, non-discretionary recommendations delivered through a centralized consulting team.

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

Michael V

Series 66

Westlake, OH

Ameriprise

Michael Vavruska is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise Financial Services, Impact, Provident Trust Group, and KForce Technology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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

Michael S

Series 63, Series 65

Westlake, OH

Ameriprise

Michael Shapiro is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, he worked at Cetera and Cetera Wealth Services from 2013 to 2026. Outside of his advisory work, he serves as Secretary of the Finance Action Team for the Lititz Church of the Brethren. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with services tailored to clients meeting minimum investable asset criteria.

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

Nathan P

Series 63, Series 66

Westlake, OH

Ameriprise

Nathan Petersen is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise since 2012. Petersen serves as Treasurer on the Board of Directors for the Bay Mens Club and is a Trustee for the Bay Rockets Association, both community organizations in Bay Village, Ohio. 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 written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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

Ryan M

Series 66

Westlake, OH

Ameriprise

Ryan Myers is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in Strongsville, Ohio. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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