96 Ameriprise Financial Advisors Named to Forbes “Best-in-State Next-Gen Wealth Advisors” List

Rhea-AI Summary

Ameriprise Financial (NYSE: AMP) announced that 96 of its financial advisors have been named to the Forbes “Best-in-State Next-Gen Wealth Advisors” list. This list honors top advisors under 40 based on factors such as business success, compliance records, assets under management, and ethical standards.

Pat O’Connell, Executive VP, praised the advisors, highlighting their commitment to learning, client service, and growth. Bill Williams, Executive VP, noted the recognition as a testament to the advisors' impact on clients' lives and their potential for future success.

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• 96 Ameriprise advisors named to Forbes 'Best-in-State Next-Gen Wealth Advisors' list.
• Recognition based on success, compliance, assets under management, and ethical standards.

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MINNEAPOLIS--(BUSINESS WIRE)-- Ameriprise Financial Inc. (NYSE: AMP) today announced that 96 Ameriprise financial advisors were named to the Forbes “Best-in-State Next-Gen Wealth Advisors” list. Forbes publishes this list recognizing the top advisors under 40 years of age across the country based on several factors including success in the business, compliance records, assets under management and high levels of ethical standards.

“We applaud our talented advisors who have been honored by Forbes,” said Pat O’Connell, Executive Vice President and President of the Ameriprise Advisor & Ameriprise Financial Institutions Groups. “To achieve national recognition in the first few chapters of your career is a tremendous accomplishment, and it's a reflection of the steadfast commitment these advisors have to continuous learning, client service and growth. At Ameriprise, we invest significant leadership time and resources into helping our advisors become successful leaders in the industry and make a positive impact on their clients’ lives.

“The Forbes next-gen list recognizes top advisors who are making their mark on the industry and are in a great position to continue helping clients achieve their goals for decades to come,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “We are proud to support the Ameriprise advisors who earned their spot on this list and consistently level-up. They harness the best of what our firm offers to 'wow' their current clients and acquire new ones.”

The full list of Forbes Best-in-State Wealth Advisors can be found here.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for 130 years¹. 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.

¹Company founded June 29, 1894

Forbes rankings are developed by SHOOK Research and are 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC., Member FINRA and SIPC

© 2024 Ameriprise Financial, LLC. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240826486548/en/

Stephanie Siegle, Media Relations

612.671.2593

stephanie.siegle@ampf.com

Source: Ameriprise Financial Inc.

FAQ

What recent recognition did Ameriprise advisors receive?

96 Ameriprise advisors were named to Forbes 'Best-in-State Next-Gen Wealth Advisors' list.

What factors were considered for Ameriprise advisors' inclusion in Forbes list?

Factors included business success, compliance records, assets under management, and ethical standards.

What is the stock symbol for Ameriprise Financial?

The stock symbol for Ameriprise Financial is AMP.

Who commented on the achievement of Ameriprise advisors?

Pat O’Connell and Bill Williams, Executive Vice Presidents at Ameriprise, commented on the achievement.