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Financial advisor credentials

Ameriprise financial advisors must always work in the best interests of our clients. To help ensure they perform at a high level to help you plan to achieve your dreams, all Ameriprise financial advisors are required to meet certain educational and business qualifications.

Ameriprise Financial offers training programs and ongoing training to all advisors. In addition, our advisors may carry these credentials:

CERTIFIED FINANCIAL PLANNERTM professionals

CFP® certification has become the standard for financial planning excellence in many countries. What's more, Ameriprise Financial has the largest number of these professionals among any retail advisory force.1 CFP® professionals specialize in:

  • Insurance
  • Investments
  • Tax strategies
  • Retirement planning
  • Estate planning
  • Financial planning

Learn more at the Certified Financial Planner Board of Standards website.

Chartered Financial Consultant (ChFC®)

A Chartered Financial Consultant focuses on a personalized financial planning process.

Learn more at The American College website.

Chartered Life Underwriter (CLU®)

CLU® is the major professional credential for the life insurance industry, sponsored by The American College. An underwriter complies with The American College's Code of Ethics and Procedure and agrees to fulfill ongoing continuing-education requirements.

Learn more at The American College website.

Ameriprise financial advisors

Ameriprise financial advisors may have a combination of credentials or certifications, but all are required to have the appropriate licenses and registrations to transact business. They offer a wide variety of financial products, including:

  • Stocks
  • Bonds
  • Options
  • Annuities

We also offer designated business financial advisors who help you understand your business strategies, and work with you to meet short- and long-term goals.

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Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Neither Ameriprise Financial nor its representatives or affiliates provide tax or legal advice. Consult with your tax advisor or attorney regarding those issues.

Ameriprise Financial cannot guarantee future financial results.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial planning services and investments offered by Ameriprise Financial Services, Inc. Member FINRA and SIPC.

1 Source: Certified Financial Planner Board of Standards Inc. There is no guarantee that you will work with an advisor with a CFP® certification.

2 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.

3 As of December 31, 2008

4 Ameriprise Financial First Quarter 2009 Statistical Supplement, April 21, 2009

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Related information
What's different about Ameriprise Financial?

Helping you reach your dreams is our mission.

Why Ameriprise

Why Ameriprise
  • More people come to Ameriprise for financial planning than any other company2.
  • We have more than 2 million individual, business and institutional clients3.
  • Ameriprise Financial has more than 10,000 branded financial advisors4.