Woodland, CA 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
431 Cleveland St, Ste 100
Woodland CA 95695
Advisors at this office
3
Advisors at this office
Lucas G
Series 63, Series 66
Woodland, CA
Ameriprise
Lucas Giordano is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for ten years before joining Ameriprise Financial Advisors Inc. and transitioning to Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns several business ventures related to property and office management. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted retirement recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.
David P
CFP®, ChFC®, Series 63
Woodland, CA
Ameriprise
David Pinto is a financial advisor at Ameriprise with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Ameriprise in 2018, he spent 15 years with Farmers Insurance Group and Farmers Financial Solutions. Pinto serves on the Board of Directors for NAMI Yolo County and participates in local business networking activities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations.
Katharine W
Series 66
Woodland, CA
Ameriprise
Katharine Wilmot is a financial advisor with Ameriprise in Woodland, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and previously worked at LPL Financial for 20 years. Wilmot serves on the boards of a nonprofit focused on sustainable agriculture and a regional library foundation, and she is an adult leader for a local 4H club. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
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