Woodland Hills, CA Victory Blvd 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
21440 Victory Blvd
Woodland Hills CA 91367-2422
Advisors at this office
3
Advisors at this office
Ali N
Series 63, Series 65
Woodland Hills, CA
Ameriprise
Ali Navid is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior roles include positions at Wells Fargo and Unionbanc Investment Services. Outside of his advisory work, he maintains ownership of a rental property in Thousand Oaks, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Gregory E
Series 66
Woodland Hills, CA
Ameriprise
Gregory Elia is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for 16 years and Kinecta Financial & Insurance Services, where he also serves as a Financial and Operations Principal. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income and tax-aware withdrawal strategies.
Whitney O
Series 63, Series 66
Woodland Hills, CA
Ameriprise
Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.
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