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
Looking for a registered financial advisor near you? 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:
- Executive compensation
- Small business ownership
- Estate planning strategies and charitable giving
- Specialized financial advice for divorce planning
- Serving military and their families with their unique life circumstances and benefits
View advisor profiles and find an advisor near you
Many of our experienced financial advisors have earned additional professional credentials including:
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. If you're searching for a certified financial advisor in your area, consider Ameriprise's selection criteria.
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.
The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SPIC.