Ameriprise Financial: Pioneer and leader in financial planning

Ameriprise helped pioneer the concept of financial planning more than 30 years ago. Today, we are a leader in the industry and remain committed to helping our clients achieve their financial objectives. We have more financial planning clients and more CFP^® professionals than any other company. In fact, more people come to Ameriprise for financial planning than any other company.¹ Over the years, we've learned how to succeed across market and economic cycles and we continue to operate from a position of strength and stability despite challenging market conditions. Currently, we have more than 10,000 financial advisors in communities across the country helping our clients visualize and plan for their dreams. ⁴

Focused on growth and committed to you

As America's leader in financial planning, we serve 2.8 million individual, business and institutional clients² with the third largest advisor sales force in the U.S.³ In fact, we have the largest number of CERTIFIED FINANCIAL PLANNER^™ professionals in the industry, and we have more financial planning clients than any other company.¹ Advisors choose Ameriprise because of our financial planning focus, broad capabilities and commitment to helping them grow their practice. Our approach appeals to those who see their work—helping clients plan for their dreams — as more than a job. They believe it's their mission to deliver on our brand promise — We shape financial solutions for a lifetime.^® And as a company, we're committed to helping our advisors live the brand promise each and every day.

What is financial planning?

At Ameriprise Financial we take a unique approach to the financial planning process. We believe it's important to have a plan that's tailored to our clients' needs. That's why we go beyond the numbers and get to know our clients personally—their goals and their dreams. Only then do we provide experienced guidance to help clients develop a customized plan with the right combination of products and services. Our advisors are there for the long term — making adjustments to strategies and tactics, helping our clients stay on track. It's how we help more than 2 million people take control of their financial futures.

Our clients

An estimated 78 million people will retire in the next 15 years, creating a demand for qualified financial advisors to help them plan for their financial futures.

See how you can help clients achieve their dreams with Ameriprise Financial

Dream > Plan > Track >^® approach

Our financial planning process looks beyond the numbers to get a clearer understanding of your clients' financial needs, goals and dreams. We'll support you as you help clients prepare to achieve their financial goals following our unique Dream > Plan > Track >^® approach to financial planning .

Our product solutions

Our unique approach to financial planning is supported by an open platform and a broad array of innovative product solutions enabling advisors to offer what's appropriate for each client.

See how you can create deeper, long-term relationships with innovative product solutions