Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Minneapolis August 12, 2020 – A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes Peter C. Goudeau Jr., LUTCF, CLU®, ChFC®, RICP®, his son Peter Goudeau III, CFP®, Larry Boyd, MBA, LUTCF, and Andrew Brereton. The advisors evaluated firms in the independent space for four years before choosing Ameriprise. What differentiated Ameriprise was the firm’s national brand recognition among clients, expertise in helping advisors grow their businesses and intuitive integrated technology platform.

Ameriprise Financial Named a “2020 Best Place to Work” by the Minneapolis-St. Paul Business Journal

MINNEAPOLIS – August 7, 2020 – Ameriprise Financial (NYSE: AMP) today announced it has been named one of the “2020 Best Places to Work” by the Minneapolis-St. Paul Business Journal. Ameriprise is included in the large company category after receiving high marks from its employees in an independent survey conducted by the publication in April. This is the 10th time Ameriprise Financial has been named to the list.

Thirty-Eight Ameriprise Financial Advisors Named to the Forbes “Top Next-Gen Wealth Advisors” List

MINNEAPOLIS – August 5, 2020 – Ameriprise Financial Inc. today announced that 38 Ameriprise financial advisors were named to the Forbes list of “Top Next-Gen Wealth Advisors.” Each year, Forbes publishes the list recognizing the top advisors under 40 years of age across the country based on several factors including success in the business, compliance records, assets under management and high levels of ethical standards.

Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times

Minneapolis August 5, 2020 – Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial (NYSE: AMP) in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors, who manage $162 million in client assets, moved to Ameriprise in January 2020. They credit the leadership support and integrated technology platform at Ameriprise for helping them smoothly transition their practice while providing a superior client experience, even in the midst of the disruption caused by the COVID-19 pandemic.

Ameriprise Financial Declares Regular Quarterly Dividend

MINNEAPOLIS – July 29, 2020 – The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.04 per common share payable on August 21, 2020 to shareholders of record as of August 10, 2020.

Two Father-Son Duos Join Ameriprise Financial With $367 Million in Assets

Minneapolis July 28, 2020 – A team of financial advisors who manage $367 million in client assets recently joined the employee channel of Ameriprise Financial Inc. (NYSE: AMP) from Morgan Stanley. The team, called The Falldin-Mattson Group, is led by advisor John Falldin, a 37-year industry veteran, and includes John’s son Joe Falldin, who is new to the industry, Jim Mattson, a 34-year industry veteran, Jim’s son James Mattson, a 6-year advisor and registered client service associate Abby Dority. The advisors were looking for a firm with strong values, national brand recognition, and a proven track record of helping advisors grow their businesses the way they want. For this team, growth means establishing a family practice and having the resources and support to bring in more business organically and via practice acquisitions.

Nine Ameriprise Financial Advisors Named to the Barron’s Top 100 Women Financial Advisors List

MinneapolisJuly 27, 2020 – Ameriprise Financial today announced that nine financial advisors were named to Barron’s list of the “Top 100 Women Financial Advisors” in the country. Barron’s magazine recognizes the industry’s top women advisors based on several factors, which include levels of professionalism and success in the business. The rankings are based on data provided by more than 4,000 of the nation’s most productive women advisors.
 

Ameriprise Financial Announces Schedule for Second Quarter 2020 Investor Conference Call

MINNEAPOLIS – July 15, 2020 – Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its second quarter financial results on Wednesday, July 29, 2020 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, July 30, 2020 at approximately 9:00 a.m. (ET). 

Ameriprise Financial Named a “Best Place to Work” on the Disability Equality Index®

Minneapolis July 15, 2020 – Ameriprise Financial (NYSE: AMP) has been named among the country’s “Best Places to Work for Disability Inclusion” by the American Association of People with Disabilities (AAPD) and Disability:IN. The company scored 90 percent on the Disability Equality Index® (DEI), which is widely regarded as the most comprehensive benchmark for measuring disability inclusion in U.S. workplaces.