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[H3] Switching to Ameriprise
How does your current financial advisor compare? Discover what you might be missing with an initial complimentary consultation from an Ameriprise financial advisor.
[H3] How a financial advisor can help you
Are you wondering what a financial advisor does and how they can help? Learn more about financial planning services and the benefits and value of working with a financial advisor.

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Ameriprise Financial was named one of TIME's America's Most Iconic Companies of 20261
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Ameriprise Financial is a longstanding leader in financial planning and advice. We've been recognized as one of the top financial advisor companies in the industry.

Award-winning service with a focus on clients
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Recognized as a top workplace
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Nationally recognized, top-tiered advisors
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Will you travel? Will you take up a new hobby? The Ameriprise® Retirement Profiles experience is a quick, enjoyable way to identify what's most important to you in retirement.
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Insights

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Our team of investment professionals provide objective research, actionable investment strategies and ongoing market and economic analysis. Read more insights.

Secure online access to your accounts and important documents.
Stay connected and on track toward your financial goals. Check your accounts; view, store and organize important financial documents; and connect with your advisor at any time through the secure site on ameriprise.com or the Ameriprise Financial app.
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Protecting your privacy and security is our priority
We back you up with our Online Security Guarantee and provide multiple safeguards to protect your personal information.
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Our financial advisors know that trust is a matter of work, not words. handshake Or, request an appointment online to speak with an advisor.  At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's.  If you know someone who could benefit from a conversation, please refer me. Background and qualification information is available at FINRA's BrokerCheck website.

1TIME magazine partnered with Statista to recognize America’s Most Iconic Companies, chosen based on an independent survey of roughly 10,000 participants. Ameriprise Financial, Inc. was the highest ranked diversified financial services firm in the ranking and its overall ranking was #48 out of 250 companies across all industry sectors. Eligible companies (founded and headquartered in the United States, with a market presence of at least 10 years.) were evaluated from July to August 2025, across several key categories: Recognition and familiarity, cultural significance and impact, emotional connection, resilience, Americanness, presence and legacy. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://time.com/7339929/americas-most-iconic-companies/.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

[H2] Our Guarantee: 100% Protection
If funds are ever removed from your Ameriprise account(s) via online access on ameriprise.com or the Ameriprise Financial app by someone you haven’t authorized1, rest assured: Ameriprise will replace 100% of those funds, with your help in completing the steps below to protect your account.
[H2] Our Commitment: Your Peace of Mind
At Ameriprise, your trust and security are our top priorities. We know how important it is to protect your assets and identity, and we’re here to help you feel confident in that protection every step of the way. We’ve developed, implemented, and maintained a comprehensive information security program with administrative, technical, and physical safeguards—all designed to help keep your accounts safe and secure.

[H2] Your Role: Partnering for Security
Online security is a partnership. By following these simple steps, you’ll help safeguard your information and ensure you’re covered by our guarantee:
Review your account statements and transactions promptly—whether by e-delivery, mail, or from your advisor.
If you spot any unauthorized activity, notify us within 60 days after we made available to you the account statement showing that activity by calling 1.800.862.7919 and asking for client web support.
Cooperate fully with us in investigating and prosecuting any incidents— this may include filing a police report, completing a notarized affidavit, and/or permitting access to your computer and/or mobile device(s) for us to effectively investigate fraudulent activity, Your partnership helps us resolve issues quickly.
Create a unique User ID and password—never share these or your related account information with anyone.
[H2] Your Commitment: Follow Cybersecurity Best Practices
You may also wish to take the following actions to help protect your personal information and online account(s):

Use ameriprise.com or the Ameriprise Financial app
Always access your accounts by logging in to www.ameriprise.com or the Ameriprise Financial app.

If you haven’t registered for online access yet, visit our FAQ for instructions and help on to set up https://www.ameriprise.com/secure/register/ your secure, convenient access.
Download our app; its available for iOS or Android devices.

Safeguard your account information
Make sure your User ID and password are unique to ameriprise.com, and avoid storing them in your browser unless you are using a personal or trusted device.

Enable multi-factor authentication for an extra layer of protection. As an Ameriprise client, using multi-factor authentication is now required to access your online accounts. Learn more about the methods you have available to you.
Change your password regularly, using a strong combination of letters, numbers and special characters.
Activate alerts to stay informed about changes to your account.

Use secure communication
Never send personal or financial information via regular email. Instead, use our secure Documents to upload files or Message Center to communicate safely with your advisor.

We send you client security and service emails to keep you informed of security best practices and details on account activity. To help ensure you receive emails from Ameriprise Financial take these steps to add our email address to your safe sender list.

Confirm wire instructions by phone or in person
Always confirm wire instructions verbally or in person with your advisor. Don’t rely on an email or letter, even if it appears to be legitimate.

Be wary of phishing attempts
Ameriprise will never contact you by phone, email or text to ask you to verify personal information.

If you receive a suspicious request, don’t respond, and never click on links or open attachments from unknown sources.
To get better at recognizing these types of scams, learn how to spot phishing attempts.

Protect your computer and mobile devices
Keep your devices updated with the latest software and security features, including anti-spyware, antivirus, and firewalls.

Understand the risk of aggregators
While information aggregators can be convenient, they require you to share your account access information with a third-party, which can pose a security risk. Ensure the aggregators you’re using are associated with a trusted source.

Prevent remote access
Never allow third parties remote access to your devices for “technical support” or “clean up”—these are common tactics used to compromise your security.

Be aware of your surroundings
Use private network connections, especially when accessing your account in public or unsecured areas.

Always log out and close your browser or app after use.
Don’t leave devices unattended, and enable PIN codes, fingerprint, or face ID for added security.

[H2] We’re Here for You
Ameriprise is committed to giving you the tools and support you need to protect your information and enjoy true peace of mind. For more tips and resources, visit our Privacy, Security & Fraud Center.
We will consider transactions to be authorized, and not eligible for the guarantee, if they are initiated by any person with authority over the account, including persons with whom you have shared your credentials, you have authorized to manage the account, or that have the authority to act under a power of attorney from you, your employer, your plan trustee, or third-party plan administrator, including their employees, representatives or agents that have access to the account. We are not responsible for any of those parties’ failure to safeguard your accounts.

1We will consider transactions to be authorized, and not eligible for the guarantee, if they are initiated by any person with authority over the account, including persons with whom you have shared your credentials, you have authorized to manage the account, or that have the authority to act under a power of attorney from you, your employer, your plan trustee, or third‑party plan administrator, including their employees, representatives or agents that have access to the account. We are not responsible for any of those parties’ failure to safeguard your accounts.

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[H3] Ameriprise Financial was named one of TIME’s America’s Most Iconic Companies of 20261

[H3]
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[H3] Ameriprise has been named one of America's Most Innovative Companies of 2026 by Fortune2

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[H3] Ameriprise Financial is ranked No. 230 on the Fortune 500®3

[H3] Ameriprise Financial has been recognized by Forbes as one of America’s Best Companies 20264

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[H3]
[H3] Ameriprise Financial has been named one of America’s Most Responsible Companies 2026 by Newsweek5

[H3] Ameriprise was recognized as outstanding for overall satisfaction, quality of advice, trustworthy advisers and being most recommended among wealth managers in the 2025 Kiplinger Readers’ Choice Awards6

[H3]
[H3] Ameriprise was recognized by Newsweek as one of America’s Greatest Companies for 20257

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[H3] Ameriprise was named one of TIME’s World’s Best Companies of 20258

[H3] Ameriprise Financial was recognized as one of the most innovative companies in the 2025 American Innovation Index by Fordham University9

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[H3] Ameriprise Financial was named one of The Wall Street Journal’s Best-Managed Companies of 202510

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[H3] Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America11

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[H3]
[H3] Ameriprise Financial was named one of Newsweek’s 2026 America’s Most Patriotic Companies12

[H2]
[H2] Award-winning service with a focus on clients
Ameriprise and our advisors have been recognized through client surveys and independent research studies for outstanding service and commitment to our clients.

[H2]
[IMG: Five-star rating]
[H2] 4.9 out of 5
Clients rated Ameriprise 4.9 out of 5 for13
Overall satisfaction  •  "Providing advice based on my financial goals"  •  "Always putting my interests first"

Clients are highly satisfied with the Ameriprise advice experience14:
97% say they feel like their financial advisor cares about their ability to achieve goals
96% say they were highly satisfied with outcome of experience with financial advisor
Ameriprise earned a 2026 Hearts & Wallets Top PerformerTM recognition in the following15:
"Understands me and shares my values"
"Unbiased, puts my interests first"
Strong, stable and growing:
Ameriprise Financial has more than $1.6 trillion in assets under management, administration, and advisement16

25th largest global asset manager17

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[H3]
[H3] Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support for advisors and clients.18

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[H3] Ameriprise was recognized on Newsweek’s 2026 America’s Best Customer Service list19

[H2] Clients rate the Ameriprise Financial app 4.8 out of 5 stars20
Get fast, secure access to your accounts and your advisor.
View and track your progress
Collaborate with your financial advisor
Complete your tasks

Learn more about the app

[H2]
[H2] Nationally recognized, top-tiered advisors

[H2] Barron's
[H2] Forbes
[H2] AdvisorHub

In 202621
84 Top 1,200 Financial Advisors
Three Top 100 Financial Advisors
Nine Top 250 Private Wealth Management Teams
In 202522
Seven Top 100 Women Financial Advisors
20 Top 100 Independent Financial Advisors
In 202623
11 Top 250 Wealth Advisors
643 Best-in-State Wealth Advisors
478 Best-in-State Wealth Management Teams
Four Top Women Wealth Advisors
208 Best-in-State Women Wealth Advisors
In 2025
One Best-in-State Financial Security Professional24
Two Top Next-Generation Wealth Advisors24
122 Best-in-State Next-Generation Wealth Advisors24
Four Top Wealth Management Teams23

In 2026
31 Women Advisors to Watch25

In 202526
61 Advisors to Watch (over $1Bil)
36 Advisors to Watch (under $1Bil)
Four Next Gen Advisors to Watch
Two Solo Advisors to Watch

[H2] Recognized as a top workplace

[H3] Ameriprise Financial has been recognized as a Military Friendly® Employer for the 12th consecutive year27
Ameriprise is honored to be awarded the Military Friendly® Employer (MFE) designation for the 12th year in a row for our efforts in creating sustainable and meaningful career paths, community outreach, brand enthusiasm and enduring partnerships. Being a military friendly employer means being committed to creating sustainable economic benefits to the military community and all parts within.

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[H3] Ameriprise was recognized by Forbes as one of the Best Employers for New Grads 202528

[H3]
[H3] Ameriprise was named one of the 2025-2026 Best Companies to Work for in the Midwest by U.S. News & World Report29

[H3]
[H3] Ameriprise was named one of Forbes’ World’s Best Employers of 202530

[H3]
[H3] Ameriprise was named one of Forbes’ America’s Best Employers for Tech Workers of 202531

[H3] Ameriprise Financial was named one of Newsweek’s 2026 America’s Greatest Workplaces for Women32

1TIME magazine partnered with Statista to recognize America’s Most Iconic Companies, chosen based on an independent survey of roughly 10,000 participants. Eligible companies (founded and headquartered in the United States, with a market presence of at least 10 years.) were evaluated from July to August 2025, across several key categories: Recognition and familiarity, cultural significance and impact, emotional connection, resilience, Americanness, presence and legacy. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://time.com/7339929/americas-most-iconic-companies/.
2Fortune partnered with Statista to recognize America’s Most Innovative Companies — U.S. companies that excel in developing innovative products, streamlining processes, and cultivating a forward-thinking corporate culture. Statista surveyed more than 30,000 U.S. employees and 3,000 experts in various fields and evaluated patent data. Surveys were conducted August through November 2025. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results.
3The Fortune 500 ranking published June 2025 and is based on revenue as of Dec. 31, 2024. Ameriprise did not pay a fee to be included on this list but did pay a fee to Fortune to cite the results. From Fortune ©2025 Fortune Media IP Limited.  All rights reserved.  Used under license.  Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media (USA) Corporation are not affiliated with, and do not endorse the products or services of, Ameriprise Financial, Inc.
4Forbes recognized America's Best Companies based on an evaluation of U.S. headquartered companies across 11 categories: employee and customer sentiment, financial performance, business trajectory, cybersecurity, media sentiment, workforce diversity, sustainability, workforce stability and company size. The top 500 companies were included in the final list. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://www.forbes.com/lists/best-companies/.
5Newsweek partnered with Statista to recognize America’s Most Responsible Companies — U.S. companies that show a strong commitment to corporate social responsibility (CSR) in environmental, social and governance (ESG) factors. Statista conducted an analysis of quantitative data from more than 30 KPIs related to ESG, as well as a survey among more than 18,000 U.S. residents from Aug. 31 to Sept. 30, 2025. Survey respondents evaluated CSR performance for companies that were familiar to them. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://rankings.newsweek.com/americas-most-responsible-companies-2026.
6Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to cite the results. Kiplinger readers were invited to take the 2025 Readers' Choice Awards survey on Kiplinger.com from Feb. 20-March 21, 2025. Within the wealth management services category, respondents selected the wealth management provider they used most frequently and rated that provider on a ten-point scale in four criteria: likelihood to recommend to others, overall satisfaction, trustworthiness of the firm's advisers and quality of financial advice. Kiplinger awarded multiple providers with the highest-scoring providers in each criterion with an “outstanding” designation. Award is not indicative of future performance or representative of any one client’s experience. For more information, visit https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards. From Kiplinger's Personal Finance. ©2025 The Kiplinger Washington Editors. All rights reserved. Used under license.
7Newsweek partnered with Plant-A Insights Group to recognize America’s Greatest Companies – U.S. companies operating with strong business performance. Plant-A conducted an analysis of public companies listed on any of the U.S. Exchanges, with greater than $75M in 2024 revenue and with their main office located in the U.S, between August and November 2024. The companies were evaluated across four key categories: stock and financial performance, American workforce performance, innovation and sustainability performance. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://rankings.newsweek.com/americas-greatest-companies-2025.
8TIME magazine partnered with Statista to recognize the World’s Best Companies, chosen based on an independent survey of roughly 200,000 employees in over 50 countries. Eligible companies (those with greater than $100M revenue in the last fiscal year; positive revenue growth from 2021 to 2023 or 2022 to 2024) were evaluated across three key categories: employee satisfaction, revenue growth and sustainability transparency. The final ranking is a reflection of the period from March 2025 to July 2025. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://time.com/7315547/worlds-best-companies-of-2025/.
9The American Innovation Index (Aii) scores and ranks the innovativeness and social innovativeness of U.S. companies based on the perceptions of their customers. Fordham University partnered with the Norwegian School of Economics and Illuminas to survey U.S. adult customers from May to June 2025, and each consumer rated up to five randomly selected companies for which they are a customer. The study included two key metrics, the American Innovation Index, which measures the degree to which the company is viewed as innovative by its customers, and the Social Innovation Index, which measures the degree to which a company is perceived to innovate on behalf of society and the environment. Ameriprise did not pay a fee to be evaluated for this rating or to publicly cite the results.
10The Wall Street Journal partnered with the Drucker Institute to recognize the 250 Best-Managed Companies in the U.S., which is based on a holistic measure of corporate effectiveness developed by the Drucker Institute. Nearly 700 U.S. companies were evaluated on 34 indicators across five dimensions of corporate performance: Customer satisfaction; employee engagement and development; innovation; social responsibility; and financial strength. All data collected was the most current available as of June 30, 2025. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Used with permission. ©2025 Dow Jones & Company, Inc. Find more information at https://drucker.institute/annual-data/methodology-2025-2/.
11Newsweek partnered with Statista to recognize the Most Trustworthy Companies in America. Eligible companies (headquartered in the U.S. with revenues of at least $500 million) were evaluated September to January 2026 through: An independent survey of 25,000 U.S. residents, which resulted in 101,000 company evaluations, on three touchpoints of trust (customer, investor, employee); and social listening analysis (identification and assessment of what was said about a company on various media segments of the internet). Ameriprise did not pay a fee to be evaluated but did pay a fee to publicly cite the results. For more information: https://rankings.newsweek.com/.
12Newsweek partnered with Statista to recognize America’s Most Patriotic Companies, chosen from 2,500 companies that provide tangible benefits supporting military personnel and veterans. Roughly 22,000 Americans surveyed between September 2025 and October 2025 rated companies based on their commitment to acting ethically and the degree to which the companies represented the values of the United States of America; and evaluated the companies on how patriotic they perceived them to be. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. For more information: https://rankings.newsweek.com/.
13Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor or advisor team using a scale of 1 to 5. Clients of financial advisors in the Ameriprise Franchise Group, Ameriprise Advisor Group, and the Ameriprise Financial Institutions Group have an opportunity to access the Ameriprise Secure Client Site and provide a rating. This client satisfaction score is a national average of client responses for all advisors and teams within a rolling 24-month period as of 12/31/2025. Client experiences may vary, and working with any Ameriprise advisor or team is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of an advisor’s or team’s qualifications.
143Ameriprise Financial Goal-Based Advice Survey. Results from July 2020 through June 2025, reflecting 13,105 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online.
15Hearts & Wallets report Wants & Pricing 2026 from the Hearts & Wallets Investor QuantitativeTM Database. Between July 17 – August 9, 2025, 5,981 respondents provided 17,471 sets of ratings for their financial services providers in various areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). The report designates Top Performer

Market Insights
The Ameriprise Investment Research Group is committed to supporting you and your financial advisor with perspectives on the current environment. They regularly publish strategic market and economic insights to consider in your ongoing conversations with your advisor.
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[H2] The Ameriprise Investment Research Group

[IMG: Anthony Saglimbene, Chief Market Strategist]
[H4] Anthony Saglimbene
Chief Market Strategist

[IMG: Russell Price, CFA, Chief Economist]
[H4] Russell Price, CFA
Chief Economist

[H4] Brian M. Erickson, CFA
Vice President, Fixed Income Research and Strategy

[IMG: Justin Burgin, Vice President, Equity Research]
[H4] Justin Burgin
Vice President, Equity Research

Our financial advisors care about what matters most to you. prioritize Or, request an appointment online to speak with an advisor.  At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's.  If you know someone who could benefit from a conversation, please refer me. Background and qualification information is available at FINRA's BrokerCheck website.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.