$371-Million-Dollar Team Joins Ameriprise for Client Service Focus, Innovative Technology

Minneapolis November 10, 2020 – Today Ameriprise Financial, Inc. (NYSE: AMP) announced that Northwest Financial Solutions, a team of experienced financial advisors managing approximately $371 million in client assets, has joined in Vancouver, Washington. The team includes financial advisors Jason Lambert, Dustin Martin, David Topper, and Katie Jo Swasey, and staff members Ashley Claus, Clarissa Laub, and Crystal Giles

Powerful New Platform Attracts LPL Advisors to Ameriprise’s Financial Institutions Channel

Minneapolis October 30, 2020 – Financial advisors Matt Griffin and Jason Driver recently joined the Ameriprise Financial Institutions Group (AFIG) from LPL with $149 million in client assets. Their practice, Steward Concepts, a financial advisory practice of Ameriprise Financial Services, LLC, is in partnership with Family Trust Credit Union in Rock Hill, South Carolina. After evaluating multiple firms across the industry, Griffin and his team ultimately decided to join Ameriprise because of the firm’s dedication to clients, technology capabilities and the support they’ll receive to expand their footprint in new locations across the country.   

Ameriprise Financial Declares Regular Quarterly Dividend

MINNEAPOLIS – October 28, 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 November 20, 2020 to shareholders of record as of November 9, 2020.

Culture of Integrity Brings UBS Team to Ameriprise Financial

Minneapolis October 26, 2020 – Financial advisors Jon Bloomer and Ross Fedenia, CFP® recently joined the employee channel of Ameriprise Financial Inc. (NYSE: AMP) from UBS. Their practice, which also includes client service associate Stephanie Noskowiak, manages $328 million in client assets. The advisors chose Ameriprise because of the value the firm places on putting clients first and serving them holistically through goal-based advice.

Family Practice Joins Ameriprise in Search of More Resources and Support Amid the Pandemic

Minneapolis October 21, 2020 – ClearPoint Capital, a family wealth management practice managing $224 million in client assets, joined the franchise channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial. The team is led by 29-year veteran financial advisor Michael Tuell, AIF® and includes his children, Jillian Tuell, operations manager, and John Tuell, client service manager. The team began exploring their options due to the sudden and persistent disruption caused by the pandemic and found Ameriprise to have the resources and support they were looking for. 

42 Ameriprise Financial Advisors Named to Working Mother Magazine’s Top Wealth Advisor List

MinneapolisOctober 19, 2020 – Ameriprise Financial today announced that 42 financial advisors were named to Working Mother Magazine’s 2020 list of the “Top Wealth Advisor Moms” in the country. The list recognizes women financial advisors with children in the home under the age of 21 who represent high levels of professionalism and success in the business. The advisors are ranked based on assets under management, revenue, industry experience, client retention and regulatory and compliance record.
 

Ameriprise Financial Announces Schedule for Third Quarter 2020 Investor Conference Call

MINNEAPOLIS – October 14, 2020 – Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its third quarter financial results on Wednesday, October 28, 2020 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, October 29, 2020 at approximately 9:00 a.m. (ET).

Ameriprise Financial Earns Military-Friendly® Employer Designation for Seventh Consecutive Year

MINNEAPOLIS – October 7, 2020 -- For the seventh consecutive year, Ameriprise Financial (NYSE: AMP) was named a Military-Friendly® Employer by VIQTORY, a company that connects the military community to civilian employment and educational opportunities. The 2021 list recognizes companies that provide the best job prospects and support for veterans and their families through their culture and veterans programs.

Ameriprise Financial Welcomes Two Advisors from Edward Jones and Merrill Lynch with $275 Million in Assets

MINNEAPOLIS – October 6, 2020 – Two advisors with $275 million in combined assets have joined the employee channel of Ameriprise Financial (NYSE: AMP). Mario Lopez, CFP®, AAMS® joined from Edward Jones in Dallas, Texas. Separately, Gerald Di Chiara, MBA, joined from Merrill Lynch in Manhattan, New York. Lopez and Di Chiara were looking for enhanced capabilities and more support to continue growing their practices and ultimately help more people meet their financial goals. Both advisors were impressed by how well Ameriprise adapted during the pandemic, providing advisors with innovative technology to efficiently collaborate with clients at a time when they needed sound advice the most.