Yuma, AZ S Catalina Dr Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,086 offices

Location

3150 S Catalina Dr, Ste 4

Yuma AZ 85364

Advisors at this office

3

Advisors at this office

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Bretina D

Series 66

Yuma, AZ

Ameriprise

Bretina Deanda is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise since 2021, with prior roles at Deason Garner & Hansen, Synergy Services Inc, Lydia Padilla, and Wells Fargo entities dating back to 1999. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal strategies. The firm uses a centralized team and a combination of proprietary research and third-party data for its planning approach, with enrollment requirements tied to minimum investable assets and integration with Ameriprise-managed accounts.

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

Series 63, Series 65

Yuma, AZ

Ameriprise

Lydia Padilla is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Padilla manages Padvic LLC, an IRA LLC used for investing in real property and personal loans. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports primarily for clients with substantial investable assets.

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

Series 66

Yuma, AZ

Ameriprise

Saul Unzueta is a financial advisor with Ameriprise in Yuma, AZ, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Wells Fargo Bank NA for 12 years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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