Ameriprise financial advisor credentials
Our advisors are licensed and registered
Ameriprise advisors are dedicated to doing what's right for their clients. All our advisors are required to meet certain educational and business qualifications to help ensure they assess your financial situation, recommend solutions, and transact business according to your needs.
Some have additional training and financial advisor certification in specialized areas
Each client’s situation is unique and may require more specialized guidance. In addition to the required financial advisor licenses and registrations, many of our advisors have extensive experience helping clients address more complex issues such as:
- Executive compensation
- Small business ownership
- Estate planning and charitable giving
- Domestic partner planning
Many of our experienced advisors have earned additional professional credentials including:
CERTIFIED FINANCIAL PLANNER™ professional
The standard for financial planning excellence.
Chartered Retirement Planning Counselor™
Advisors with this certification have pursued additional education on all aspects of the retirement planning process.
Chartered Financial Consultant®
Have completed advanced training on a wide variety of financial planning topics.
Chartered Life Underwriter®
Provide in-depth knowledge on insurance needs.
Certified Fund Specialist
Analyzes and constructs efficient portfolios containing mutual funds and other investment vehicles.
Ameriprise financial advisor recognition
Ameriprise recognizes advisors who have achieved a certain level of success, experience and exceptional level of service to their clients.
Ameriprise Private Wealth Advisors
Among the most qualified and credentialed advisors in financial services.
They have extensive experience in helping affluent clients preserve and grow their wealth.
Ameriprise Platinum Financial Services® advisors
These advisors hold industry-recognized financial planning credentials.
Experienced in helping clients with more complex needs achieve their goals.
We want you to feel confident
What matters most is that you find an advisor who is right for you. Someone who can listen to you and work with you the way you want. Someone who can help you feel more confident about your financial situation — today, tomorrow, for life.