Articles from Ameriprise Financial, Inc.

Ameriprise Financial, Inc. (NYSE: AMP) has received two J.D. Power certifications for delivering exceptional customer phone service to its clients and financial advisors. For the first time, the firm earned the “Outstanding Customer Service Experience” certification for the high level of service provided to clients. And, for the sixth consecutive year, the firm received the “Outstanding Customer Service Experience” certification for service provided to its advisors.

Financial advisor Gary Presslaff, a 40-year veteran in the financial services industry, recently joined an established independent Ameriprise Financial, Inc. (NYSE: AMP) practice, Monumental Financial Planning, in Washington D.C. Presslaff manages nearly $100 million in client assets and was most recently affiliated with LPL Financial. John Cortale, Ameriprise Private Wealth Advisor and Managing Director of Monumental Financial Planning, joined Ameriprise in May 2024 from LPL with a goal to grow the practice and enhance the quality and scope of services the team provides to clients.

Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisor Steve Salmon, MBA, recently joined the firm’s independent channel from LPL Financial with $110 million in assets. His office is located in Edina, Minnesota. Salmon was attracted to Ameriprise’s end-to-end support that helps advisors to deliver an outstanding client experience and grow their practice.

Ameriprise Financial, Inc. (NYSE: AMP) today announced it was named a 2025 Military Friendly® Employer by VIQTORY, an organization that connects the military community to civilian employment and educational opportunities. This is the eleventh consecutive year Ameriprise has earned the distinction in recognition of its commitment and work to creating an inclusive and supportive work environment for military community members.

Ameriprise Financial, Inc. (NYSE: AMP) today announced the firm won five awards for excellence in learning and development from research and analyst firm Brandon Hall Group. Ameriprise received four gold and one bronze award in the category of Human Capital Management Excellence. Brandon Hall issues the awards in recognition of firms that have implemented innovative and effective training and development programs. Entries for the awards are evaluated and ranked by a panel of experienced independent senior industry experts as well as Brandon Hall Group analysts and executives.

Financial advisors Kelly France, CFP®, AWMA℠ and Dan Lotts recently joined a well-established independent Ameriprise Financial, Inc. (NYSE: AMP) practice, River Prairie Wealth Partners. The team is based in Altoona, Wisconsin and is led by Ameriprise Private Wealth Advisor Adam Mohr, CRPC™, APMA™. Together, France and Lotts have more than 30 years of experience in the industry, most recently with LPL Financial, and they join the firm with more than $250 million in client assets. Melissa Hass-Goettl, executive assistant, also made the transition to Ameriprise.

The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.48 per common share payable on November 15, 2024 to shareholders of record at the close of business on November 4, 2024.

Ameriprise Financial, Inc. (NYSE: AMP):

Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its third quarter 2024 financial results on Wednesday, October 23, 2024 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, October 24, 2024 at 9:00 a.m. ET.

For the 13th consecutive year, Ameriprise Financial, Inc. (NYSE: AMP) will match donations to Feeding America® (up to $250,000) to help the more than 47 million people, including 14 million children, in the U.S. who lack consistent access to food. With the Ameriprise match, each dollar donated through October 31 will help provide 20 meals* (double the standard donation) to families and individuals experiencing food insecurity. Participation is easy and open to the public: visit www.feedingamerica.org/ameriprise to give online.

Ameriprise Financial, Inc. (NYSE: AMP) today announced that Financial Advisor Nathan Brown, AAMS™, CRPC™, CRPS™, recently joined the firm’s branch channel from Edward Jones with nearly $150 million in assets. His practice is located in Kalamazoo, Michigan and includes Client Service Associate Kelli Besser.

Ameriprise Financial, Inc. (NYSE: AMP) recently hosted its Black Advisor Summit, bringing together financial advisors, field leaders and staff to celebrate and champion the success of Black financial advisors at the firm and provide a forum for learning, connection and professional development. The two-day event was held in Minneapolis in partnership with the firm’s Black Empowerment Advisor Community Network (BEACN) and featured compelling keynote speakers, advisor panels and insights from leadership on strategies to serve diverse clients and drive growth.

Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisor Karen DeBaker, CFP®, joined a well-established independent Ameriprise practice, Threshold Financial Partners. The team is based in De Pere, Wisconsin, and led by financial advisor Carey Somerville. DeBaker brings 10 years of experience as a financial advisor, most recently with Raymond James, and more than $120 million in client assets.

Q5 Wealth Management, a financial advisory team managing $1.5 billion in client assets in Beaumont and Houston, Texas, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from UBS Financial Services, Inc. Financial advisors Omar Bitar, Jeremy Saba, Mike Persia, Ed Persia, and Brad Klein conducted an extensive search for a new broker-dealer and chose Ameriprise for the firm’s robust resources to elevate their high-net-worth clients’ experience and significantly scale their practice. Specifically, the advisors were energized by Ameriprise’s innovative and fully integrated digital capabilities that will make it more efficient to consistently exceed clients’ expectations.

Ameriprise Financial (NYSE: AMP) today announced that eight of the firm’s financial advisors were named to Barron’s list of the “Top 100 Women Financial Advisors” in the country. Barron’s recognizes the industry’s top women advisors based on several factors, including levels of professionalism and success in the business. The rankings are created by data provided by thousands of the nation’s most successful women advisors.

Financial advisor Michael Walstien recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from UBS Financial Services, Inc. with $150 million in assets in Wayzata, Minn.

The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.48 per common share payable on August 16, 2024 to shareholders of record at the close of business on August 5, 2024.

Ameriprise Financial, Inc. (NYSE:AMP):

Ameriprise Financial, Inc. (NYSE: AMP) today announced it recently donated nearly $2 million to nonprofits across the U.S. as part of its first-round of 2024 grants. In conjunction with its robust volunteer program, the company awards grant dollars to nonprofits twice annually to strengthen communities and help individuals meet their basic needs and find paths to financial independence.

Private Wealth Advisor John Cortale recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial in Washington D.C. with $250 million in client assets. Cortale’s practice operates under the name Monumental Financial Planning (formerly The Cortale Group) and includes financial advisors John Martin Moran and Nina Kamrani, client service manager Adam Mirza and client service coordinator Omaid Omar.

Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its second quarter 2024 financial results on Wednesday, July 24, 2024 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, July 25, 2024 at 9:00 a.m. ET.

On Saturday, June 29, Ameriprise Financial, Inc. (NYSE: AMP) will celebrate its 130th anniversary. The firm, founded in Minneapolis in 1894, today operates in 18 countries globally, helping millions of highly satisfied clients, institutions, and small businesses confidently achieve their long-term financial goals. As a diversified financial services firm, Ameriprise and its more than 21,000 employees and financial advisors manage and administer more than $1.4 trillion in assetsi – while consistently earning top marks for client trust and satisfactionii, innovationiii and employee engagement.iv

Today, Ameriprise Financial (NYSE: AMP) announced that 87 of the firm’s financial advisors were named to AdvisorHub’s third annual “Advisors to Watch” lists. AdvisorHub, a publication covering news and trends in the wealth management industry, recognized the leading financial advisors on six lists: 150 Advisors to Watch Over $1 Billion; 250 Advisors to Watch Under $1 Billion; 100 Fast Growing Advisors to Watch; 100 Next Gen Advisors to Watch; 100 Solo Advisors to Watch; and 100 Women Advisors to Watch.

Private Wealth Advisor Kyle Rasmussen, CFP®, APMA™ and Financial Advisor Nick Blasberg recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial in Reinbeck, Iowa with over $105 million in client assets. Their practice operates under the name Generational Wealth Partners and includes financial planning specialist Hunter Bell, CFP®.

Financial advisor Julie Wallace recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Petaluma, California with over $100 million in client assets.