Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Minneapolis May 20, 2020 – Financial advisor Timothy O’Connor, CFP®, recently rejoined the franchise channel of Ameriprise Financial (NYSE: AMP) after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley, Illinois, started his career with Ameriprise in 1987. He left Ameriprise in 1994 because he was seeking more flexibility to serve the complex needs of his clients. O’Connor chose to return to Ameriprise because the firm has made significant investments in its technology, research capabilities, and product platform, all of which help him deliver a superior experience to his clients.

Ameriprise Financial Increases Regular Quarterly Dividend

MINNEAPOLIS – May 6, 2020 – The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) increased the company’s quarterly cash dividend by 7 percent, or $0.07 per diluted share, to $1.04 per diluted share payable on May 29, 2020 to shareholders of record at the close of business on May 18, 2020.

Ameriprise Financial Welcomes Morgan Stanley Team With $321 Million in Assets

Minneapolis – April 30, 2020 – Financial advisors Ron Phelps and Jacob Hamus recently joined the employee channel of Ameriprise Financial (NYSE: AMP) after spending 24 years and 11 years respectively at Morgan Stanley. The advisors, who manage $321 million in institutional and client assets in Middleton, Wisconsin, were impressed by Ameriprise’s suite of technology and other capabilities that will enable them to serve clients and help them achieve their financial goals, even in the face of market volatility and economic disruption. They were also pleased that Ameriprise is establishing a new office for their team and other advisors in the Middleton area.

72 Ameriprise Advisors Recognized on Forbes Top Women Wealth Advisors List

Minneapolis, MN – April 29, 2020 – Ameriprise Financial (NYSE: AMPF) today announced that 72 of its financial advisors were named to the 2020 Forbes “Top Women Wealth Advisors List.” This is the third year Ameriprise advisors have appeared on the Forbes list, which was developed by SHOOK Research in 2017 to recognize top women advisors across the country. The ranking is based on qualitative and quantitative data, weighing factors including revenue, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. 

Ameriprise Financial Announces Schedule for First Quarter 2020 Investor Conference Call

MINNEAPOLIS – April 20, 2020 – Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its first quarter financial results on Wednesday, May 6, 2020 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, May 7, 2020 at approximately 9:00 a.m. (ET).

Ameriprise Financial Welcomes Former Registered Investment Advisor With $275 Million in Assets

Minneapolis – April 16, 2020 – Financial advisor Robert Bacino, CLU®, ChFC®, RICP® recently joined the employee channel of Ameriprise Financial (NYSE: AMP) in Bedminster, New Jersey. Bacino made the switch from managing his own independent Registered Investment Advisory firm because he wanted to leverage Ameriprise’s technology and support to become more efficient in serving his clients. His team, called Insight Financial Advisors, was established in 2004 and manages $275 million in assets.

Ameriprise Financial Announces 2020 Annual Meeting of Shareholders to be Held as a Virtual Meeting

MINNEAPOLIS – April 9, 2020 – Ameriprise Financial, Inc. (NYSE: AMP) announced today that due to the restrictions associated with slowing the spread of COVID-19 and consistent with its efforts to protect the health and safety of Ameriprise shareholders, employees, advisors, directors and others, the Board of Directors has made the decision to conduct the 2020 annual meeting of shareholders as a virtual shareholder meeting and there will not be a physical meeting in Minneapolis.

Ameriprise Financial Fast-Tracks Charitable Giving and Provides Additional $125,000 in Hunger-Relief Grants in Response to COVID-19 Pandemic

Minneapolis – April 09, 2020 – In a time of critical need, Ameriprise Financial (NYSE: AMPF) is accelerating its corporate donation schedule, making $2.5 million available immediately to nonprofits it supports. The company is expediting the grants to help cover cash flow and general operating expenses during this time of increased economic pressure on nonprofits as a result of the COVID-19 pandemic. Providing flexible support will help allow the nonprofits to continue to serve their communities and fulfill their missions.

Ameriprise Financial Welcomes Two Teams from Wells Fargo and UBS with $286 Million in Assets

Minneapolis – April 8, 2020 – Two teams with $286 million in combined assets under management have joined the employee channel of Ameriprise Financial (NYSE: AMP). Father-son team Robert Arthur Bonwell Sr., CRPC® and Robert Arthur Bonwell Jr. joined from Wells Fargo in Charleston, West Virginia. Separately, Jim Buzgo, CFP® joined from UBS in Boston, Massachusetts. Both teams were looking for more support to serve their clients through comprehensive financial planning.