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Forrest Johnson

Ameriprise Independent Advisors

Forrest Johnson, CFA, CFP®, MBA

Private Wealth Advisor

Ameriprise Independent Advisors

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866.806.9984

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The independence you want, the support you need

You’re an entrepreneur – and we honor that spirit that drives you. Our Ultimate Advisor Partnership provides the end-to-end support you need to grow your practice, without changing what has made you successful.

We give you the freedom, guidance and end-to-end support to run your practice your way — helping you grow, while developing even deeper relationships with clients. You’ll also have the flexibility to choose how to structure your practice — work as a sole practitioner, create your own team or join an existing team.

Ameriprise Independent Advisors receive:

  • Equity ownership opportunities
  • Competitive payout rates up to 91%1 with deferred compensation potential
  • The ability to leverage a respected national brand and proven turnkey marketing programs
  • Office branding assistance and the opportunity to choose your own location
  • Local and national support, including strong leaders and an extended group of specialists (some available at an additional cost)
  • Peer-to-peer mentoring, award-winning learning and development opportunities, including CFP® certification support
  • Access to financing for practice acquisition, for qualified advisors
  • Succession planning resources

Enjoy the financial rewards

Our compensation model is designed to reward advisors for the experience and level of practice they bring.

  • We offer extensive up-front bonus programs and potential back-end bonus plans to match your experience and book of business.
  • We also provide payouts that apply to clients regardless of asset level, because we understand client relationships extend far beyond their assets under management.

 

Compensation

Performance-based payout rates range from 72% to 91% of GDC.

Initial fixed payouts for a guaranteed term are based on multiple factors. Additional compensation and bonus opportunities may be available.

Benefits

No company-provided benefits

Expenses

Practice expenses paid fully by the advisor:

  • One-time franchise fee of $1,500
  • Monthly association fee of $290
  • Errors and omissions premium (varies by level of selected coverage)
  • Compliance supervision fee (varies by practice complexity)
  • Additional fees and expenses do apply; a listing of estimated fees and expenses is available upon request

Licensure

FINRA Series 7 and Series 63 or 66 required to start

Given 120 days after appointment to obtain additional required licenses (Series 65/66 and life/health insurance licenses)

1See Item 19 of the Ameriprise Financial Services, LLC, Franchise Disclosure Document for more information.
 
This web site and the franchise sales information on this site do not constitute an offer to sell a franchise.  The offer of a franchise can only be made through the delivery of a franchise disclosure document.  Certain states require that we register the franchise disclosure document in those states.  The communications on this web site are not directed by us to the residents of any of those states.  Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law. MN Permit #F-3872. Not for use with clients. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.