259 Ameriprise Financial Advisors Named to the Forbes Best-in-State Wealth Management Teams List

Rhea-AI Summary

Ameriprise Financial (NYSE: AMP) announced that 259 of its financial advisors have been recognized in the Forbes Best-in-State Wealth Management Teams list. This acknowledgment highlights the advisors' professionalism, quality of practice, and success, based on data from productive advisors nationwide. Bill Williams, Executive Vice President, commended the advisors for their hard work in achieving clients' financial goals. Pat O’Connell, another Executive Vice President, praised the firm's dedication to providing tailored financial guidance. The full list of advisors is available on Forbes' website.

Positive

• 259 financial advisors recognized in the Forbes Best-in-State Wealth Management Teams list, enhancing the firm's reputation.
• Recognition underscores commitment to client service and quality practices, potentially attracting new clients.

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• None.

MINNEAPOLIS--(BUSINESS WIRE)-- Ameriprise Financial Inc., (NYSE AMP) today announced that 259 of the firm’s financial advisors were named to the Forbes Best-in-State Wealth Management Teams list. Forbes recognizes the industry’s top advisors according to several factors, which include quality of their practices, professionalism and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.

“We congratulate the advisors who have earned their place on this acclaimed Forbes list,” said Bill Williams, Executive Vice President of the firm’s independent channel. “It’s well-deserved recognition. These advisors work tirelessly on behalf of clients – helping them plan for and achieve their biggest goals in life. We’re proud to partner with them and celebrate their achievements.”

“As a firm, we are proud to see continued recognition of our advisors for their unwavering commitment to serving their clients,” said Pat O’Connell, Executive Vice President of the firm’s branch and financial institutions channels. “We have an outstanding team at Ameriprise that is hyper-focused on providing the guidance and services needed to prepare for long-term success that is crafted specifically for each client’s goals and needs.”

The full list of Forbes Top Best-in-State Financial Advisors can be found at forbes.com.

Visit forbes.com for additional information about Forbes.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Source: Forbes, “Best-in-State Wealth Advisors” Jan. 12, 2023

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230131006054/en/

Alison Mueller, PR Sr. Director

Alison.G.Mueller@ampf.com

(612) 678-7183

Source: Ameriprise Financial Inc.

FAQ

How many advisors from Ameriprise Financial are listed in the Forbes Best-in-State Wealth Management Teams for 2023?

Ameriprise Financial had 259 financial advisors named to the Forbes Best-in-State Wealth Management Teams list for 2023.

What factors did Forbes consider for the Best-in-State Wealth Management Teams list?

Forbes evaluated advisors based on quality of practices, professionalism, and success, utilizing both qualitative and quantitative data.

Where can I find the complete list of Forbes Best-in-State Wealth Management Teams?

The full list is available on Forbes' official website.

What is the significance of being listed in the Forbes Best-in-State Wealth Management Teams?

Being listed signifies recognition for quality service and professionalism, which may enhance a firm’s credibility and attract new clients.

Who commented on the recognition of Ameriprise Financial advisors in the Forbes list?

Bill Williams and Pat O’Connell, both Executive Vice Presidents at Ameriprise Financial, provided comments on the advisors' recognition.