There's no better feeling than helping others turn their dreams into reality. We should know — we've been doing this for 115 years.
The Ameriprise Financial mission
Ameriprise Financial delivers financial solutions for today and tomorrow through a comprehensive and personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.
How we do business
We believe that life – and financial planning – is about more than money. It's about people, opportunities and dreams. Based on that belief, we've developed principles that have helped us grow into the largest financial planning company in the United States1.
Always be personable and approachable
To us, "personable" means having an advisor with whom you can collaborate and on whom you can rely. That's why our advisors work one-to-one with clients to guide them through the financial planning process.
Focus on dreams, not numbers
We've grown into the largest financial planning company in the country by taking a genuine interest in our clients and what they want.
Stay in touch with clients
Lives evolve and needs change. We regularly update our clients and make ourselves easily accessible to help meet their financial needs.
Plus, our investment-management professionals continually monitor the market to identify opportunities and share insights with our clients.
Our team is continuously developing and implementing new, sophisticated products and services to meet our clients' evolving needs.
Anticipate client needs
Our capabilities span many types of products and services. We utilize our know-how to help clients in these areas:
- Financial planning
- Asset accumulation
- Income management and insurance
1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2007, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
2Based on the number of financial planning clients SEC-registered investment advisers disclosed annually. Date as of Dec. 31, 2011 available at adviserinfo.sec.gov as of December 2010.
3 Source: Company data as of December 31, 2010.
4Source: Ameriprise Financial Fourth Quarter 2012 Statistical Supplement, Dec. 31, 2012.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Ameriprise Financial Services, Inc. Member FINRA and SIPC, is an Equal Opportunity Employer.
Ameriprise Financial cannot guarantee future financial results.