The Pandemic Has Shifted Investors’ Financial Priorities and Sharpened Their Focus on Managing Their Money, Ameriprise Financial Study Finds

Minneapolis – March 31, 2021 – The COVID-19 pandemic has reshaped the ways in which many investors are spending and saving their money – and they expect they’ll carry their newfound priorities into the future, according to new research released today from Ameriprise Financial (NYSE: AMP). The Financial Priorities study surveyed more than 3,000 Americans with at least $100,000 in investable assets to understand what they care most about when it comes to their money, and how their priorities have changed amid the challenges of the last year.

Ameriprise Financial Welcomes Idaho Central Credit Union to its Financial Institutions Channel

MinneapolisMarch 29, 2021 – Ameriprise Financial (NYSE: AMP) today announced that Idaho Central Credit Union (ICCU) selected Ameriprise Financial Institutions Group (AFIG) as its broker-dealer. By leveraging the Ameriprise platform, ICCU established a wealth management program, Idaho Central Wealth Management. AFIG partners with community banks and credit unions to help their clients reach their goals through financial planning and investment solutions. 

67 Ameriprise Financial Advisors Named to the Barron’s Top 1,200 Financial Advisors List

MinneapolisMarch 22, 2021 – Ameriprise Financial Inc. (NYSE: AMP), today announced that 67 financial advisors were named to Barron’s list of “Top 1,200 Financial Advisors” in the country. Barron’s magazine recognizes the industry’s top advisors based on several factors, which include levels of ethical standards, professionalism and success in the business. The rankings are based on data provided by more than 4,000 of the nation’s most productive advisors.

Ameriprise Financial Achieves Brandon Hall Group Organizational Excellence Certification for Learning and Development

Minneapolis – March 19, 2021 – Ameriprise Financial (NYSE: AMP) today announced that it earned a Gold Organizational Excellence Certification for Learning and Development from the research and advisory company Brandon Hall Group. The designation is the top level of achievement from Brandon Hall Group and is given to a small number of companies for their best-in-class Learning and Development departments.

Advisor Team Joins Ameriprise in Search of Personalized Support and Freedom to Set Their Own Goals

MinneapolisMarch 18, 2021Southern Indiana Advisors, a wealth management practice managing $130 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Raymond James Financial Services, Inc. in Jasper, Indiana. The team is led by financial advisors Jeff Schneider, AAMS®, CRPC®, Jennifer Wilkerson, and Karen Lively, and includes office assistant Jan Kleinhelter. The team was seeking more personalized support to reach their practice goals amid the constantly changing environment, and found Ameriprise delivered what they were looking for.

Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise

MinneapolisMarch 11, 2021Integrity Financial, a wealth management practice managing $200 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Next Financial Group. Bob Ross, CFP®, CKA® is the lead financial advisor on the team and is joined by his business partner Craig King, CPA®, CKA®, financial advisors Terence Hagedorn, CKA® and Matthew Caton, office manager Nancy Vesel, MBA, and support staff Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, and Gwen Nolan. The team, located in Independence, Ohio, decided to move to Ameriprise for a better digital client experience.

Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell & Reed

MinneapolisMarch 4, 2021Tranquil Lakes Investment Advisors, a wealth management practice managing $150 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell & Reed in Madison, Wisconsin. The team consists of Jason Hatch, AWMA®, Mark Wood, AAMS® and Frank Janowitsch, APMA®, Mary Weber, MBA, and Benjamin Esdaile. After their previous firm was acquired, the team thoroughly evaluated the marketplace and found that Ameriprise had the reputation, robust support for advisors and dedicated transition team that made them feel confident in making the move.

347 Ameriprise Financial Advisors Named to the Forbes Best-in-State Financial Advisors List

MinneapolisFebruary 25, 2021 – Ameriprise Financial Inc., today announced that 347 financial advisors were named to Forbes Best-in-State Financial Advisor list. Forbes recognizes the industry’s top advisors based on several factors, which include levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors.

Advisor chooses Ameriprise for independence and financial planning capabilities

MINNEAPOLIS – February 22, 2021 – Financial advisor Ellie Tobin Stubbs recently joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from TIAA-CREF Individual & Institutional Services, LLC, in Barre, Vermont with $64 million in client assets. Stubbs joined the firm for the opportunity to become independent, align with a firm focused on delivering comprehensive financial advice to clients, and to join forces with Ameriprise private wealth advisor Denise Palmer, ChFC®, CLTC®.

Ameriprise Financial Rolls Out New Development Program to Help Next-Gen Advisors Build Successful Careers and Provide Exceptional Service to Clients

Minneapolis  February 22, 2021 – Ameriprise Financial (NYSE: AMP) is launching a new training program designed to advance the development of the next generation of financial advisors, while at the same time driving growth for their practices. The Associate Financial Advisor Business Development Program sets up licensed Ameriprise Associate Financial Advisors (AFAs) for long-term success in the industry by teaching them to consistently deliver a goal-based, premium client experience.