Willmar, MN North Creek Dr Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,072 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

776 North Creek Dr, Ste 4

Willmar MN 56201

Advisors at this office

4

Advisors at this office

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Ashley B

Series 66

Willmar, MN

Ameriprise

Ashley Buer is a Series 66-licensed financial advisor with Ameriprise who has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is employed as a paraplanner at Chris Madden Inc., where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm provides written recommendation reports using research-driven, tax-efficient strategies and combines automated and personalized advice to support retirement planning.

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

Amanda M

Series 66

Willmar, MN

Ameriprise

Amanda Mccain is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2012. Outside of her advisory role, she is employed as a paraplanner at Kyle K. Wallentine Financial Services, LLC, where she assists in managing practice operations. 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 income planning 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

Daniel N

Series 63, Series 66

Willmar, MN

Ameriprise

Daniel Nelson is a financial advisor with Ameriprise in Spicer, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Charles Schwab, Personal Capital Advisors Corporation, and SG Long & Company. He is also involved with Kyle K. Wallentine Financial Services LLC in a non-investment-related capacity. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm 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

Kyle W

Series 66

Willmar, MN

Ameriprise

Kyle Wallentine is a financial advisor with Ameriprise in Willmar, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Kyle K. Wallentine Financial Services LLC, a business used for Ameriprise-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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