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Opportunity & Value

Amplify your practice potential

 

Explore new opportunities to deliver goal-based advice and develop a deeper relationship with clients through our unique approach to financial planning. We’ll provide the integrated technology, diverse products and the support of a dedicated local team who has helped other insurance-industry advisors achieve a more holistic vision for their practice.

6 reasons Ameriprise is the right choice for insurance advisors:

  • Advisor-focused culture — advisors and clients are the heart of our company. We’re committed to providing the tools, resources and support you need to deliver effective client solutions while growing your business.
  • Self-clearing Broker Dealer — leverage our securely integrated technology platform, wide range of products and solutions, and strong advisor support system that includes proven turnkey marketing, training and support to help you grow.
  • Advice-based approach — our robust financial planning platform helps you deliver meaningful advice to clients — striking a balance between growth and protection.
  • Strong leadership support — many of our field leaders have been advisors — just like you. They’re committed to providing the leadership and support you’ll need to develop a more comprehensive practice.
  • Choices in how you affiliate — we offer three distinct business models with the same technology, back-office support, product platform and elite advisor programs. You can also join solo or join a team where you can keep your insurance focus.
  • Timely resources — deepen your relationship with clients by proactively communicating through preapproved emails, videos and scripts.

Learn more about the Ultimate Advisor Partnership by connecting confidentially with us at 832.730.5247.

Rick Koff Honored To Be Recognized In Forbes Best-In-State Top Financial Security Professionals for 2024

"I'm excited to share that I've been named to the 2024 Forbes Best-In-State Financial Security Professionals list.  This list includes top advisors from across the industry who are committed to helping their clients stay focused on long-term financial goals.  Thank you to my clients for trusting me with your financial futures.  And thank you to my remarkable team  — your dedication inspires me every day."

Rick H Koff, CFP®, MSFS, ChFC®

Kuttin Wealth Management

Financial Advisor

Westlake Village, CA

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
 
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Ameriprise Financial, 50601 Ameriprise Financial Center, Minneapolis, MN 55474 MN Permit #F-3872.