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"My practice is my largest asset. It’s something I want to leave to my family. Ameriprise helped me create a succession plan to make that happen — and give me peace of mind about my legacy." - Kevin Donoghue, CFP®, CRPC®, CPA, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER practitioner
Learn how you can create an effective succession plan
"The transition team at Ameriprise was so skilled and experienced – they put me at ease. And their support gave me even more confidence that I made the right move." - Susan Elliott, CFP®, MBA, CDFA, CERTIFIED FINANCIAL PLANNER professional, Elliott, Zepelin & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Learn more about our transition support

Recently Joined

Ari Katz
Glanz Financial Group
Financial Advisor
Financial Advisor


Ameriprise ranked #2 in 2016 B-D ranking of Financial Advisor 

White Papers

The Value of Supported Independence
2015 | Succession Resource Group, Inc.
A financial advisor valuation study

Key Dates

Recruiting VIP Open House
Minneapolis, MN
Recruiting VIP Open House
Minneapolis, MN

This web site and the franchise sales information on this site do not constitute an offer to sell a franchise. The offer of a franchise can only be made through the delivery of a franchise disclosure document. Certain states require that we register the franchise disclosure document in those states. The communications on this web site are not directed by us to the residents of any of those states. Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law. MN Permit #F-3872. Not for use with clients. 1491 Ameriprise Financial Center, Minneapolis, MN 55474

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.