Getting started with Ameriprise Financial

The first step in reaching your goals is reaching someone who can help get you there — one of our approximately 10,000 financial advisors.1 But if you have questions before you contact an advisor, that’s ok too. Explore what it’s like to work with Ameriprise Financial, from finding an advisor to preparing for meetings and what to expect from the financial planning process. We’ll help you every step of the way.

How to choose a financial planning firm

The firm you choose to work with can be as important as the advisor you select.

How to contact an Ameriprise financial advisor

You can work with an advisor in your community, or talk on the phone with an advisor in the Ameriprise Advisor Center.

How to select a financial advisor

Choosing a financial advisor who’s right for you starts with asking key questions about what’s most important to you.

Common questions

How do you open an account? Can you work with Ameriprise Financial over the phone or online? Get answers to these questions and others.

Your first meeting

How to prepare, what to bring and what to expect during your complimentary initial consultation.

Your ongoing advisor relationship

Once you’ve decided to work together, a financial advisor will help you develop, track and modify your plan over time to meet your dreams and goals.

1Ameriprise Financial Fourth Quarter 2013 Statistical Supplement.

The complimentary initial consultation provides an overview of financial planning concepts, and does not include a written analysis and/or recommendations.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.