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Resources & Support

Take your practice to the next level


At Ameriprise Financial, we believe every advisor's potential for success is unlimited. Here you will have the opportunity to become part of a firm whose leaders believe in advisors and continually invest to support them. Our advisor support system empowers you to stand out from the competition, grow your practice and deliver an outstanding client experience.

You choose the direction of your practice with three distinct business models -- each with the same product platform, integrated technology, elite advisor programs and back-office support.



Independent: Ameriprise Independent Advisors

Bill Williams

Executive Vice President,
President Ameriprise Independent Advisors

Bill joined Ameriprise in 1989 as a successful advisor before moving into field leadership roles in the independent channel. Bill understands the complexities of growing practices firsthand. Since 2009, he has led our independent advisor business nationally.

Branch: Ameriprise Advisor Group

Pat O’Connell

Executive Vice President,
President Ameriprise Advisor Group & Ameriprise Financial Institutions Group

Pat has been leading our AAG business since 2009, AFIG since 2017 and is responsible for Experienced Advisor Recruiting across the firm. Pat has nearly 30 years of experience in financial services and began his career with Ameriprise as a successful financial advisor.

Bank/Credit Union: Ameriprise Financial Institutions Group


Group Vice President,
Ameriprise Financial Institutions Group

Jay began his career as a financial advisor before serving in multiple leadership roles including President & CEO of Investment Professionals, Inc., a privately held broker-dealer that Ameriprise acquired in 2017, resulting in the formation of AFIG.

Our advisor support system

Integrated Technology

Our industry-leading technology enables you to create an outstanding client experience that is secure and compliant.

Advice & Solutions

A proven comprehensive financial planning process plus an extensive suite of products and solutions that gives you a range of choices to meet clients’ needs.

Brand & Marketing

Use our marketing programs and nationally recognized brand to help you establish a commanding presence in your local market.

Service, Operations & Compliance

The service and protection you need when you need it most. Our compliance team serves as advocates for you and your practice.

Practice Management

We personalize resources to help you drive efficiencies, increase margins and strengthen the overall value of your practice.

Learning & Development

Our resources are designed to help you and your staff grow professionally, operate optimally and serve your clients well.

Transition Support

A dedicated team of transition specialists will help you confidently make your move. Your customized transition plan is awaiting you.