96 Ameriprise Financial Advisors Named to Forbes “Best-in-State Next-Gen Wealth Advisors” List
August 26 2024 - 9:58AM
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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240826486548/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
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