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Donna Cates

Financial Institution Alliances

Donna S Cates, CDFA®, CRPC® 

Financial Advisor

Financial Institution Alliances

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Expanding your growth potential

An alliance with Ameriprise Financial has many benefits for advisors and financial institutions, including the strength and stability of a FORTUNE 5001 company and dedicated support for advisors. As a longstanding leader in financial planning and advice, we can help you provide additional value for your clients and drive growth for your organization.


Five reasons Ameriprise is the right financial services partner

  1. A more than 125-year history of upholding our commitments to advisors and clients in good times and in bad
  2. Dedicated advisor support from local field leaders and national service teams, including coaching, training and development, practice management and recruiting services
  3. Customized financial planning and advice, including access to multiple investment products, including real estate investment trusts and thousands of mutual funds from more than 160 fund families.2
  4. Turnkey marketing to deepen client relationships, and the ability to co-brand with a respected national name
  5. Leading integrated technology platform, PracticeTech®, with built-in compliance features

Find out more about expanding your business and growth potential through a financial institution alliance with Ameriprise.

1 FORTUNE Magazine, June 2021
2 Ameriprise Financial 2020 10-K.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.