Ameriprise Find an Advisor Guide

Ameriprise offers a unique approach to finding a financial advisor, with a focus on personalized guidance and support. Their Find an Advisor tool allows you to search for advisors in your area.

You can filter your search by location, advisor name, or specialty. This means you can find an advisor who not only serves your local area but also has expertise in areas that matter to you.

Ameriprise advisors are also held to high standards, with a focus on providing unbiased advice and guidance.

With over 10,000 Ameriprise financial advisors to choose from, narrowing the field can be a daunting task. Begin with a few candidates to make the process more manageable.

Checking out their websites is a great place to start. You can get to know their backgrounds, credentials, and experience, which can help you gauge their expertise.

If you're referred to an advisor by friends or family, ask them what they like about working with their financial advisor. This can give you valuable insight into the advisor's strengths and weaknesses.

Ameriprise financial advisors have a wide range of professional credentials, including CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Retirement Planning Counselors, and Chartered Life Underwriters.

Having a no-obligation conversation about your financial situation and goals can help you determine whether an Ameriprise financial advisor is the right fit for you.

Here are some benefits to working with an Ameriprise financial advisor:

You can also request an appointment online to speak with an advisor and get personalized financial advice.

Ameriprise financial advisors have a range of qualifications that can help you find the right fit for your needs. Many have earned additional professional credentials, such as the CERTIFIED FINANCIAL PLANNER™ professional designation, which requires a fiduciary obligation to always act in the best interests of their clients.

Some advisors specialize in specific areas, like Chartered Retirement Planning Counselor or Chartered Financial Consultant, which can be helpful if you're seeking comprehensive planning. Others have in-depth training on life insurance needs, such as the Chartered Life Underwriter designation.

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Ameriprise recognizes financial advisors who have achieved a certain level of success, experience, and exceptional level of service to their clients. They have extensive experience in helping affluent clients preserve and grow their wealth.

If you're searching for a certified financial advisor in your area, consider Ameriprise's selection criteria, which includes advisors who hold industry-recognized financial planning credentials. These advisors have extensive training and experience helping clients address more complex issues.

Some examples of specialized areas that Ameriprise financial advisors may have additional training and certification in include:

These credentials and areas of specialization can give you confidence in finding an advisor who is knowledgeable and experienced in handling your unique situation.

Ameriprise financial advisors are highly qualified and credentialed professionals who can help you achieve your financial goals.

Many of them have earned additional professional credentials, such as being a CERTIFIED FINANCIAL PLANNER™ professional, which means they have a fiduciary obligation to act in your best interests.

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They also have expertise in specific areas, like retirement planning, which is why some have earned a Chartered Retirement Planning Counselor designation.

Chartered Financial Consultants are also available, offering comprehensive planning services that cover everything from investments to tax strategies.

If you have complex business or estate planning needs, look for a Chartered Life Underwriter, who has in-depth training on life insurance needs.

Certified Fund Specialists can help you analyze and construct efficient investment portfolios, and if you're a veteran or military family member, a Certified Military Financial Advisor can help you navigate benefits and reach your retirement goals.

Ameriprise recognizes financial advisors who have achieved a certain level of success, experience, and exceptional level of service to their clients.

These advisors are among the most qualified and credentialed in the industry, with extensive experience helping affluent clients preserve and grow their wealth.

Ameriprise Platinum Financial Services advisors hold industry-recognized financial planning credentials and are experienced in helping clients with complex needs achieve their goals.

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Finding an Ameriprise financial advisor is easy, with over 10,000 advisors to choose from. You can begin by narrowing the field with a few candidates and checking out their websites to learn about their backgrounds, credentials, and experience.

You can also ask friends or family for referrals and ask them what they like about working with their financial advisor. This can give you valuable insights into what to expect from a particular advisor.

Ameriprise financial advisors are committed to your ongoing success and are here to help you achieve your personal financial goals. They'll work with you to review your goals, analyze your personal timeline, and start planning to help you reach your short-term needs and long-term goals.

There are different types of arrangements when working with an advisor, including the Advisor-Directed arrangement. With this arrangement, you'll get access to the SPS Advisor investment program if you meet the $2,000 per account and $100,000 per household minimum.

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In an Advisor-Directed arrangement, your advisor will build a portfolio relative to your risk tolerance, financial plan, and investment objectives, and rebalance the account when appropriate. They'll also monitor the holdings to ensure they remain the best options available.

Here are five investment options that your advisor may use when assembling and maintaining your portfolio:

Your advisor will work with you to determine the best investment options for your individual situation. With Ameriprise, you can have a no-obligation conversation about your financial situation and your goals to determine whether an Ameriprise financial advisor is the right fit for you.

At Ameriprise, you'll have access to a wide range of products and services, making it easy to navigate your financial situation and future.

Our financial advisors are experienced professionals who have earned additional certifications, such as the CERTIFIED FINANCIAL PLANNER™ professional, which holds the standard for financial planning excellence.

Ameriprise financial advisors can help you determine whether they are the right fit for you with a no-obligation conversation about your financial situation and goals.

If you decide to work with an Ameriprise financial advisor, they'll simplify the process with personal service and digital tools to make the transition seamless.

You can request an appointment online to speak with an advisor, making it easy to get started.

Our financial advisors have a fiduciary obligation to act in your best interests when providing financial advice, giving you peace of mind.

Investment products are not insured by the FDIC, NCUA or any federal agency, and involve investment risks, including possible loss of principal and fluctuation in value.

Ameriprise's advisory fees vary based on the services you receive.

You'll pay a flat cost or a fee based on the dollar amount of assets under management (AUM).

The first consultation with a financial advisor is free, and you can monitor up to two goals for free online.

This is a great way to get started without any upfront costs.

Ameriprise uses a wrap fee structure for advisory products, which means you'll pay a single annual fee for all services and costs.

This fee will depend on your AUM and increase as your portfolio's value appreciates.

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Ameriprise is a financial services company that offers a range of investment and insurance products.

They have a large network of financial advisors across the US, each with their own unique approach and expertise.

To find an Ameriprise advisor, you can visit their website and use their advisor search tool.

Ameriprise is registered with the SEC as an investment advisor, which means its employees who are registered as IARs must act as fiduciaries.

This registration is a significant indicator of the company's commitment to putting clients' interests first.

Anyone employed at Ameriprise who is registered as an IAR must act as a fiduciary, which is a requirement of the SEC registration.

Ameriprise professionals often carry professional designations like CFP, CFA, and ChFC, which require them to sign an agreement to uphold a fiduciary duty to clients.

These designations are a testament to the expertise and commitment of Ameriprise professionals to serving their clients' best interests.

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Picking a financial advisor is a big life decision, and it's essential to prioritize someone who understands your goals and has substantial experience serving clients.

Credentials such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) are a good sign, as they abide by a fiduciary duty and put your interests first.

Ameriprise's account minimums can dictate the type of account you set up and the services you'll receive.

Some firms only serve high-net-worth clients, while others serve a larger range.

You can find a financial professional or firm that suits your needs by comparing local options.

A matching tool can connect you with a vetted financial advisor in your area after asking a short list of questions.

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First, visit the Ameriprise website to find an advisor in your area. You can also read about their products and services, and get an idea of what to expect.

The firm offers a free first discussion with an advisor, which is a great way to get a feel for the company.