Zionsville, IN Whitestown Pkwy 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
6529 Whitestown Pkwy
Zionsville IN 46077-7621
Advisors at this office
4
Advisors at this office
Brockton Y
CFP®, Series 66
Zionsville, IN
Ameriprise
Brockton Yoder is a CFP®-credentialed financial advisor with three years of industry experience, currently with Ameriprise in Zionsville, IN. His prior experience includes roles at LPL Financial, State Bank of Lizton, and Capital Group - American Funds Distributors, Inc. He is also engaged in outside employment managing client investments for State Bank of Lizton. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Robert H
CFP®, Series 63
Zionsville, IN
Ameriprise
Robert Haymond is a CFP® professional at Ameriprise with two years of industry experience. His prior roles include positions at LPL Financial, State Bank of Lizton, Servent Solutions Inc., and Wesleyan Pension Fund. He serves as Treasurer on the Board of Directors for Harvest Church in Greenfield, IN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Justin Q
Series 66
Zionsville, IN
Ameriprise
Justin Quick is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in education for over 18 years, including roles at Carmel Clay Schools and the Central Indiana Educational Services Center. He has also been involved with Armstrong Tutoring, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.
Richard E
Series 66
Zionsville, IN
Ameriprise
Richard Elsbury Jr. is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include ownership of a sole proprietorship and a long tenure at Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides comprehensive written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.
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