Ameriprise Financial
Our Approach & Vision
We're a company with a clearly defined vision: to be the most sought-after financial planning and services firm.
Ameriprise Financial is set apart by our ability to deliver financial planning advice to our clients through a tailored and personal approach. Because our client relationships are advice-based, not transaction-based, we build strong relationships by offering services our competitors don't.
With a network of more than 10,000 branded financial advisors*, Ameriprise is America's largest financial planning company.** To meet the individual needs of clients, we use a unique and collaborative Dream > Plan > Track >® approach to financial planning.
Just like we offer a personal approach to clients, we take a personal approach with our advisors. We do this by giving you the ability to grow your client base, have access to resources and tools, be closely involved with field specialists and managers, and help protect your client assets by offering them more financial planning options. Ameriprise Financial has the training and tools to help you get there. And we look forward to welcoming you to the Ameriprise Financial family.
* As of October 24, 2007. Source: Ameriprise Financial First Quarter 2007 Statistical Supplement, Page 3
** 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, 2006, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc
| FIRM PRODUCT MIX |
| Mutual Fund |
37
% |
EIA |
0
% |
| Variable Annuity |
15
% |
Life Insurance |
5
% |
| Advisory / Fee based |
27
% |
IPO |
0
% |
| VUL |
5
% |
Municipal |
0
% |
| Equity |
5
% |
LP / DPP |
0
% |
| Fixed Income |
3
% |
REIT |
3
% |
| Fixed Annuity |
0
% |
|
|
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