Wilmington, DE 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
Wilmington DE
Advisors at this office
5
Advisors at this office
Harry O
Series 63
Wilmington, DE
Ameriprise
Harry Orth is a financial advisor with Ameriprise who holds a Series 63 designation and has 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years from 2005 to 2020. Outside of his advisory role, he is involved in business ownership unrelated to investment activities and has multiple other business engagements. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Robert J
Series 63, Series 65
Wilmington, DE
Ameriprise
Robert Judge is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations through a centralized consulting team.
Kimberlee O
Series 63
Wilmington, DE
Ameriprise
Kimberlee Orth is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Ameriprise and its predecessor firms since 1987. Orth serves on the board of Ministry of Caring Inc., a nonprofit organization based in Wilmington, Delaware. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice to support clients, primarily through managed accounts.
Joseph A
Series 63, Series 65
Wilmington, DE
Ameriprise
Joseph Amodei Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Brandywine Alliance LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Richard C
ChFC®, Series 63, Series 65
Wilmington, DE
Ameriprise
Richard Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous professional experience includes long-term roles at Securities Service Network, Securities America, and ownership of Group Insurance Solutions, an agency providing health insurance sales and services to individuals and small businesses. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to deliver customized income planning recommendations focused on dependable income sources and tax-aware withdrawal strategies.
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