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Our history

Any company can have a great year. Few have had 130 of them.

When John Tappan founded our company in 1894, his purpose was noble: help people build a confident financial future. Since then, our commitment to putting clients’ needs first has never wavered.

Our singular focus on our clients has helped us navigate market cycles, recessions, depressions, wars and a global pandemic. At the heart of our success is our strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad.


Columbia Threadneedle Investments refreshed its global brand, with a new purpose statement, Investing smarter for the world you want, to replace former brand promise.


Columbia Threadneedle completed the acquisition of Bank of Montreal's EMEA and Asia Pacific asset management business.


More than $1T in assets under management and administration, further differentiating the capital strength of the firm.


Further strengthened wealth management capabilities with the launch of Ameriprise Bank, FSB. 


Columbia Threadneedle Investments acquires Lionstone Investments, a data-analytics driven U.S. real estate investment firm.


Expanded into the financial institution channel through the acquisition of Investment Professionals, Inc.


Launched Columbia Threadneedle Investments brand extending our reach as a top-50 global asset management firm.


Launched the Confident Retirement®  approach which underpins our personalized approach to financial advice and wealth management.


With the Columbia Management acquisition, Ameriprise Financial became the eighth-largest manager of long-term U.S. mutual fund assets.


Ameriprise Financial announced a charitable partnership with Feeding America, the nation’s largest domestic hunger-relief organization.


During the Great Recession while others took bailouts, Ameriprise acquired H&R Block Financial Advisors – growing our advisor force by 30% and extending national reach and visibility.


Ameriprise Financial became an independent, publicly-owned company through the 6th largest spin-off in U.S. history.


AMP begins trading on NYSE (Oct. 3).


Jim Cracchiolo became Chairman and Chief Executive Officer of Ameriprise Financial.


As part of the company’s brand introduction, Ameriprise Financial renames American Express Property Casualty Insurance companies to Ameriprise Auto & Home Insurance and announces the RiverSource brand. 


AEFA increased its international presence by acquiring Threadneedle, a leading British investment firm.


AEFA acquired Dynamic Ideas, LLC, the quantitative platform of RiverSource Investments.


James Cracchiolo named President and CEO of American Express Financial Advisors.


IDS changed its name to American Express Financial Advisors (AEFA).


American Express Company acquired IDS and established American Express Financial Advisors.


Pioneered financial planning.


Investors Syndicate Life Insurance and Annuity Company is formed (renamed IDS Life Insurance Company in 1973).


Investors Syndicate changed its name to Investors Diversified Services.


Ruth Abrahamson joined the company in 1946 and later became the number one female sales representative in the country.


Entered the mutual fund market with Investors Mutual Fund. Investors Stock Fund and Investors Selective fund follow in 1945.


During the decade of the Great Depression, Investors Syndicate paid every dollar on its due date to certificate owners.


Stock market crashes.


West Coast entrepreneur John R. Ridgeway purchased Investors Syndicate from founder John Tappan and his partners.


Investors Syndicate reached $1 million in assets.


John Tappan, age 24, founded Investors Syndicate.


1,000 people invest $5 each.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial cannot guarantee future financial results.
The Confident Retirement® approach is not a guarantee of future financial results. 
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. 
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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