Articles from Ameriprise Financial, Inc.

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) has declared a quarterly cash dividend of $1.48 per common share payable on February 28, 2025 to shareholders of record at the close of business on February 10, 2025.

Ameriprise Financial, Inc. (NYSEAMP):

Ameriprise Financial, Inc. (NYSEAMP) today released two new television ads showcasing how the firm helps clients live more confidently and achieve their most meaningful goals. The new ads highlight the value of one-on-one advice from a trusted Ameriprise financial advisor and a strong and stable company. Ameriprise is continuing to build on its successful Advice Worth Talking About® brand platform, which underscores the firm’s reputation for delivering personalized financial advice and an exceptional client experience.

Ameriprise Financial, Inc., (NYSEAMP) announced that 427 of the firm’s financial advisor teams were named to the Forbes list of Best-in-State Wealth Management Teams. Forbes recognizes the industry’s top teams according to several factors, which include quality of their practices, success in the business and community involvement. The rankings are finalized based on qualitative and quantitative data provided by thousands of the nation’s most productive advisor teams.

Ameriprise Financial, Inc. (NYSEAMP) plans to announce its fourth quarter 2024 financial results on Wednesday, January 29, 2025 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, January 30, 2025 at 9:00 a.m. (ET).

Ameriprise Financial, Inc. (NYSEAMP) has been named by Forbes as one of “America’s Best Companies” for 2025. This list ranks the top 300 U.S. public companies that score highest on a comprehensive list of metrics including customer and employee satisfaction, financial strength, workplace stability, positive media coverage and public trust.

Financial advisor Ben Fogarty, MBA, recently joined the branch channel of Ameriprise Financial, Inc. (NYSEAMP) from LPL Financial with nearly $140 million in assets. The 25-year industry veteran, based in Omaha, Nebraska, cited the firm’s robust technology platform, seamless online client experience, and its supportive, client-focused culture as key reasons for his move.

Ameriprise Financial, Inc. (NYSEAMP) today announced that Brian Mora has been named Senior Vice President of Experienced Advisor Recruiting. Mora has more than 20 years with Ameriprise, most recently as regional vice president in the central region of the firm’s branch channel. In his new role, he will lead a nationwide team of recruiters and field leaders responsible for bringing quality experienced advisors from across the industry to Ameriprise. Mora will report to Pat O’Connell, President and Executive Vice President of the Ameriprise Branch & Institutions Groups.

Ameriprise Financial, Inc. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP):

Ameriprise Financial, Inc. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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 (NYSEAMP) 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. (NYSEAMP) from UBS Financial Services, Inc. with $150 million in assets in Wayzata, Minn.

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) 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. (NYSEAMP):

Ameriprise Financial, Inc. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) 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 (NYSEAMP) 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. (NYSEAMP) 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. (NYSEAMP) from Wells Fargo Clearing Services, LLC in Petaluma, California with over $100 million in client assets.

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) increased the company’s quarterly cash dividend by 10 percent, or $0.13 per common share, to $1.48 per common share payable on May 17, 2024 to shareholders of record at the close of business on May 6, 2024.

Ameriprise Financial, Inc. (NYSEAMP):

Financial advisor Joe Chairez MBA, CFP®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSEAMP) from J.P. Morgan Securities with $105 million in assets in Dallas, Texas.

Ameriprise Financial, Inc. (NYSEAMP) plans to announce its first quarter 2024 financial results on Monday, April 22, 2024 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, April 23, 2024 at 9:00 a.m. ET.

Ameriprise Financial (NYSEAMP) today announced that it has been named an Institutional Financial Advisor of the National Football League Players Association (NFLPA), the official union of professional football players. With this program, designated Ameriprise financial advisors will work one-on-one with current and retired NFL players to provide holistic financial advice and help them reach their goals in their years on and off the field.

Financial advisors Jim Guthrie CFP®, CRPC™, MBA and Stephen Rouner recently joined the branch channel of Ameriprise Financial, Inc. (NYSEAMP) from Merrill Lynch with $320 million in client assets in Tacoma, Washington. The advisors are joined by Registered Client Service Associate Nick Vanderlinda and their practice operates under the name Guthrie Rouner Group.

Ameriprise Financial (NYSEAMP) has been named by Forbes as one of “America’s Best Large Employers” for the fourth consecutive year. The 2024 list ranks the top 600 U.S. companies that are most highly recommended by their employees as a great place to work.

Ameriprise Financial Inc. (NYSEAMP) announced that 156 of the firm’s financial advisors were named to the Forbes “Top Women Wealth Advisors Best-In-State” list. Forbes recognizes the industry’s top women advisors according to several factors, which include levels of ethical standards, professionalism, success in the business and client retention. The rankings are finalized based on data provided by thousands of the nation’s most accomplished women advisors.

Ameriprise Financial, Inc. (NYSEAMP) and its employees and advisors donated more than $16.5 million through corporate grants, individual donations and gift matching in 2023. Continuing its ongoing commitment to helping individuals meet basic needs, the firm funded nonprofits with a focus on hunger, shelter and economic stability. Throughout the year, Ameriprise employees and advisors logged nearly 63,000 volunteer hours supporting causes and organizations that help build strong communities. In addition, the company continued its longstanding partnership with Feeding America, providing more than 124 million meals to people facing hunger.

Financial advisor Lance Lively, AAMS™, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSEAMP) from Edward Jones in Sand Springs, Oklahoma with nearly $130 million in client assets.

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) has declared a quarterly cash dividend of $1.35 per common share payable on February 27, 2024 to shareholders of record at the close of business on February 9, 2024.

Ameriprise Financial, Inc. (NYSEAMP):

Ameriprise Financial, Inc. (NYSEAMP) announced today that financial advisor Roberto Vargas has moved his practice from J.P. Morgan Securities, Inc. where he managed over $100 million in client assets. Vargas chose to join Centennial Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC within the Ameriprise Financial Institutions Group (AFIG) in Jupiter, Florida which provides advice and investment services to Centennial Bank branches in Florida, Arkansas, New York, and Alabama.

Ameriprise Financial, Inc. (NYSEAMP) plans to announce its fourth quarter 2023 financial results on Wednesday, January 24, 2024 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, January 25, 2024 at 9:00 a.m. (ET).

Financial advisor F. Pat Cunnane, CIMA®, MBA, recently joined the independent channel of Ameriprise Financial, Inc. (NYSEAMP) from LPL Financial’s Cleveland-based Masters Consulting Group where he managed approximately $733 million in client assets. Cunnane joined Fidant Wealth Partners, an established Ameriprise practice led by Ameriprise private wealth advisor Doug Kisker, CRPC™, APMA™, BFA, with offices in Cincinnati, OH, Cleveland, OH and Crestview Hills, KY.

Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of Ameriprise Financial, Inc. (NYSEAMP) from Edward Jones in Flint, Michigan with more than $130 million in client assets.

Ameriprise Financial, Inc. (NYSEAMP) and Comerica, Inc. NYSE: CMANYSECMA)

Ameriprise Financial, Inc. (NYSEAMP) today announced it was named a 2024 Military Friendly® Employer by VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the tenth consecutive year Ameriprise has earned the distinction in recognition of its commitment to creating meaningful career paths, community outreach, brand enthusiasm and enduring partnerships with the military community.

Financial advisors John McFadden and Matthew McFadden recently joined the branch channel of Ameriprise Financial, Inc. (NYSEAMP) from Wells Fargo Clearing Services, LLC with $235 million in assets in Mount Laurel, New Jersey.

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) has declared a quarterly cash dividend of $1.35 per common share payable on November 17, 2023 to shareholders of record at the close of business on November 6, 2023.

Ameriprise Financial, Inc. (NYSEAMP):

Ameriprise Financial, Inc. (NYSEAMP) plans to announce its third quarter financial results on Wednesday, October 25, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, October 26, 2023 at 9:00 a.m. (ET).

Financial advisors Josh Perello, AIF® and Jimmy Guidry recently joined the independent channel of Ameriprise Financial Inc. (NYSEAMP) with nearly $150 million in client assets in Breaux Bridge, LA. Perello joins from Raymond James and Guidry from Edward Jones.

Ameriprise Financial, Inc. (NYSEAMP) recently hosted its annual Black Advisor Summit, bringing together advisors, field leaders and staff to celebrate and champion the success of Black financial advisors at the firm. The two-day event was held in Chicago in partnership with the firm’s Black Empowerment Advisor Community Network (BEACN) and featured remarks from Ameriprise executives, BEACN leaders, and industry experts. Event attendees exchanged ideas and strategies to enhance their client experience and continue growing their practices, as well as ways to support financial literacy educational programs, a signature focus area for BEACN.

As part of its commitment to being the firm of choice for women financial advisors, Ameriprise Financial (NYSEAMP) is hosting events aimed at attracting more women into careers in the financial services industry. Ameriprise “Career Compass” events are designed to help women with varying levels of experience explore opportunities available on the path to becoming financial advisors or pursuing other rewarding careers in finance. Women who are seeking to make a career change or re-enter the workforce after time away -- as well as recent and soon-to-be college graduates -- are welcome to join. Registration is now open for the August 16 virtual event (register for the event).

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) has authorized an additional $3.5 billion for the repurchase of shares of its common stock through September 30, 2025. As of July 25, 2023, the company had approximately $0.5 billion available from its January 2022 authorization, which is available through March 31, 2024.

Ameriprise Financial, Inc. (NYSEAMP):

Ameriprise Financial, Inc. (NYSEAMP) announced today that financial advisor Amanda Hale has moved her $250-million practice to the firm from PNC Investments in Port Arthur, Texas. Hale chose to join Third Coast Advisors, a financial advisory practice within the Ameriprise Financial Institutions Group (AFIG), which provides advice and investment services to Third Coast Bank branches across Southeast Texas.

Ameriprise Financial, Inc. (NYSEAMP) plans to announce its second quarter financial results on Wednesday, July 26, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, July 27, 2023 at 9:00 a.m. (ET).

Ameriprise Financial, Inc. (NYSEAMP) recently added three financial advisors to its independent channel with more than $400 million in combined client assets. Albert Stanton, AIF® joined from Cetera Advisors LLC with $125 million in client assets in Sandwich, Massachusetts. Kevin Frontone, CFP®, AAMS® joined from Edward Jones with $107 million in client assets in Springfield, Illinois. Separately, Kent (Bo) Hunter joined from Edward Jones with $172 million in client assets in Fort Smith, Arkansas.

Today Ameriprise Financial (NYSEAMP) announced that 84 of the firm’s financial advisors were named to AdvisorHub’s second 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: 100 Advisors to Watch Over $1 Billion; 100 Advisors to Watch Under $1 Billion; 200 Fast Growing Advisors to Watch; 50 Next Gen Advisors to Watch; 100 Solo Advisors to Watch; and 50 Women Advisors to Watch.

Ameriprise Financial (NYSEAMP) has been recognized as “#1 Among Wealth Managers” in the inaugural Kiplinger Readers’ Choice Awards. Kiplinger, a publication known for personal finance advice and news, invited their readers to rate the financial firms they affiliate with on key dimensions of the client experience. To earn the top accolade, Ameriprise received the highest average score of any firm in each underlying category:

Ameriprise Financial (NYSEAMP) today announced that it received high scores in the 2023 Wants & Pricing customer satisfaction survey conducted by Hearts & Wallets, an independent research and benchmarking firm that specializes in financial advice. Clients responding to the survey named Ameriprise a Top Performer™ for being a company that “understands me and shares my values.” This is the fifth year Ameriprise earned high recognition in this category compared to industry peers in Hearts & Wallets’ annual survey.

Financial advisor Michael Schwartz, CFP® and team recently brought their practice to the independent channel of Ameriprise Financial, Inc. (NYSEAMP) from Cetera Advisor Networks, LLC with nearly $250 million in client assets. Schwartz and team joined an established Ameriprise practice in New York City, Iron Birch Advisors, which is led by Ameriprise private wealth advisor Gregory Manto, CRPC™, APMA™.

Ameriprise Financial (NYSEAMP) has been named by Forbes as one of “America’s Best Large Employers 2023.” The list ranks the 500 U.S. companies most highly recommended by their employees as a top place to work.

Ameriprise Financial, Inc. (NYSEAMP) today announced it is opening a new corporate office in Charlotte, North Carolina, to support the ongoing needs of the company. Ameriprise has signed a two-story lease at the Barings Building, located at 300 South Tryon in Uptown Charlotte, where it plans to gradually fill approximately 400 positions from departments across the enterprise. Ameriprise remains headquartered in Minneapolis and maintains corporate sites in multiple locations across the U.S. and globally.

Ameriprise Financial (NYSEAMP) today announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial Bank. Through the merger, Happy State Bank customers have access to the personalized financial planning, comprehensive solutions and leading digital capabilities that Centennial receives from Ameriprise Financial.

McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. (NYSEAMP) in Red Bank, New Jersey. Ed McCay, CMFA, Mark Kuznitz and Larry Hess, CRPC®, moved their practice to Ameriprise from Merrill Lynch for greater support, technology, and sophisticated investment solutions.

The Board of Directors of Ameriprise Financial, Inc. (NYSEAMP) increased the company’s quarterly cash dividend by 8 percent, or $0.10 per common share, to $1.35 per common share payable on May 19, 2023 to shareholders of record at the close of business on May 8, 2023.

Ameriprise Financial, Inc. (NYSEAMP):

Father-son team Harry Slade III and Harry Slade IV recently joined the branch channel of Ameriprise Financial, Inc. (NYSEAMP) serving multiple generations in Ellicott City, Md. Slade III, a 25-year industry veteran and Slade IV, who has served clients as an advisor for the past eight years, joined from Edward Jones and manage approximately $330 million in assets. The practice will operate as Ellicott Mills Wealth Management and is supported by client service associates Lynda Day, Stacy Fernen and Shawn Kramer.

Ameriprise Financial, Inc. (NYSEAMP) plans to announce its first quarter financial results on Monday, April 24, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, April 25, 2023 at 9:00 a.m. (ET).