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Financial advisor credentials and certifications

Our financial advisors are licensed and registered, many hold CERTIFIED FINANCIAL PLANNER™ certification and have other professional credentials. 

Our advisors are licensed and registered

Ameriprise financial advisors are dedicated to doing what's right for their clients. All financial 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 best interest. A number of Ameriprise financial advisors have also received national recognition in several independent lists by Barron’s, Financial Times, Forbes and Working Mother.

Many have additional training and certification in specialized areas

Your financial situation and goals are unique and may require more specialized guidance. In addition to the required licenses and registrations, you’ll find Ameriprise financial advisors with extensive training and experience helping clients address more complex issues such as:

View advisor profiles and find an advisor near you

Many of our experienced financial advisors have earned additional professional credentials including:

CFP


CERTIFIED FINANCIAL PLANNER™ professional  

The standard for financial planning excellence, CFP® professionals have a fiduciary obligation to always act in the best interests of their clients when providing financial advice.

CRPC


Chartered Retirement Planning CounselorSM 

Advisors with this certification have pursued additional education on all aspects of the retirement planning process.

CHFC


Chartered Financial Consultant® 

This designation can be helpful if you’re seeking comprehensive planning, from retirement and estate planning strategies to investments, tax strategies and insurance.

CLU


Chartered Life Underwriter® 

This is earned after in-depth training on life insurance needs, which can be important if you have complex business or estate planning strategy needs.

CFS


Certified Fund Specialist

These financial advisors specialize in investments by analyzing and constructing efficient portfolios of mutual funds and other investment vehicles.

 

Ameriprise financial advisor recognition

Ameriprise recognizes financial 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 financial advisors in financial services. They have extensive experience in helping affluent clients preserve and grow their wealth.

Ameriprise Platinum Financial Services® advisors 

These financial advisors hold industry-recognized financial planning credentials. Experienced in helping clients with more complex needs achieve their goals.

Stay focused on your financial future

What matters most is that you find a financial advisor who is right for you. Someone who will listen to you and work with you the way you want. Someone who can help you navigate your financial situation — today, tomorrow, for life.

Take the next step

An Ameriprise financial advisor can help you prepare for your financial future, simple or not-so-simple. Join the more than 2 million individual, business and institutional clients1 who trust Ameriprise.

Choose an Ameriprise financial advisor today, or learn more about why Ameriprise can be the right choice for you. 

1Company Reports
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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