Types of financial services at Ameriprise
Ameriprise Financial offers personalized financial planning relationships, along with an impressive range of quality products and additional services to meet your needs.
Financial planning services — our primary focus
Ameriprise Financial provides financial planning services built around our unique Dream > Plan > Track >®approach. In other words, your plan will be inspired by what you really want out of life — the most effective starting point of all.
As part of our collaborative, ongoing financial planning process, an Ameriprise advisor will work with you one-to-one to define your dreams, develop a plan to help you achieve them, and help you track your progress along the way. An advisor will also help you adjust your plan whenever necessary (life is full of surprises, after all).
Investment advisory services — a wealth of information
Our financial advisors provide analysis, research and investment recommendations to Ameriprise clients, and execute investment transactions. An advisor may also help you create a personal portfolio through managed accounts or suggest asset-allocation strategies based on your financial objectives and goals.
Brokerage services — streamlined transactions
Want to buy and sell your own stocks, bonds and mutual funds? Talk to an Ameriprise financial advisor about how Ameriprise Financial brokerage services can help you execute transactions efficiently with competitive brokerage fees. We offer the option to do online trading or have an advisor complete transactions for you. Advisor-completed transactions may have higher fees.
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1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008.
2 As of December 31, 2008
3 Ameriprise Financial Third Quarter 2009 Statistical Supplement, Oct. 21, 2009.
Ameriprise Financial cannot guarantee future financial results.
Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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Why Ameriprise
- More people come to Ameriprise for financial planning than any other company1.
- We have more than 2 million individual, business and institutional clients2.
- Ameriprise Financial has more than 10,000 branded financial advisors3.