Working with an Ameriprise Financial advisor
With advice based on your goals and needs, we work hard to build trusted ongoing relationships.
We start with a conversation
An Ameriprise financial advisor is there to help you navigate your financial journey and provide personalized advice that will help you meet your short-term needs while still staying focused on your long-term goals. They’ll get to know you, understand your financial priorities and identify clear strategies to help you achieve your goals and prepare for your financial future.
In a complimentary consultation, you’ll learn:
- How a financial advisor can help you with your individual financial needs
- The costs associated with what you’ll receive
- About the background of the advisor and the firm
We are committed to your ongoing success
The connection between you and your financial advisor is what sets Ameriprise apart. When you work with an Ameriprise financial advisor, expect an experience that reflects our commitments to every client:
- One-to-one financial advice based on your goals and needs
- Personalized recommendations for a diversified portfolio, and solutions designed to help protect you from uncertainty
- Regular meetings to review your goals, progress and investments
- Anytime access to your investments, and digital tools to help you stay on track.
How to find the right advisor
Begin a lasting relationship that puts you and your interests first. With approximately 10,000 Ameriprise advisors to choose from1, see how you can find one that’s right for you.
Working with a Financial Advisor
Your Initial Conversation
Learn what to expect when meeting with an Ameriprise advisor. Consider these questions for financial advisor meetings to help you prepare.
Working with a Financial Advisor
See how our convenient digital tools help you easily track your progress and stay connected to your advisor and your accounts.
Or, provide us with some information and our Ameriprise Advisor Center will follow up with you.
There's a sense of confidence that comes from feeling in control of your finances - and working with a financial advisor can help you get there. Please share your experience and tell your friends and family about me.
Background and qualification information is available at FINRA's BrokerCheck website.
1 Ameriprise Financial Q3 2020 Statistical Supplement.
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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.
Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.
Investment products are not federally or FDIC-insured, 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 products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.