# Ameriprise Financial Services, LLC

> Ameriprise Financial Services, LLC is the U.S. broker-dealer and registered investment adviser within Ameriprise Financial, Inc. It delivers financial planning, managed investment accounts and brokerage services through advisors, with access to insurance and affiliated banking solutions.

- **Founded:** 1971
- **Headquarters:** Minneapolis, United States
- **Products:** Ameriprise Financial Planning Service, Managed investment accounts, Brokerage accounts, Insurance and annuity access, Secure site and Ameriprise Financial app
- **Notable:** The parent became independent of American Express and began NYSE trading in October 2005., Parent assets under management, administration and advisement reached $1.8 trillion at June 30, 2026., The parent’s Advice & Wealth Management segment reported $732 billion in wrap assets at June 30, 2026.

## Products & services

- **Ameriprise Financial Planning Service** — Ongoing planning analysis and written recommendations for agreed financial goals; annually renewed service.
- **Managed investment accounts** — Advisory portfolios with discretionary or non-discretionary management, ongoing advice and program-specific minimums.
- **Brokerage accounts** — Client-approved securities transactions; the brokerage relationship does not require ongoing investment monitoring.
- **Insurance and annuity access** — Advisor-distributed protection and retirement-income products; guarantees depend on the issuing insurer.
- **Secure site and Ameriprise Financial app** — Digital account access, financial goal tracking, document organization and advisor connection.
- **Financial Institutions Group** — Investment-program support for banks and credit unions, including advisor technology, investment services and clearing through an affiliate.

## Achievements

- The parent became independent of American Express and began NYSE trading in October 2005.
- Parent assets under management, administration and advisement reached $1.8 trillion at June 30, 2026.
- The parent’s Advice & Wealth Management segment reported $732 billion in wrap assets at June 30, 2026.

## Latest updates

- **2026-09** — The LLC’s updated financial-planning disclosure brochure describes fees and advisor compensation, including compensation for eligible client transfers to Personal Wealth Group.
- **2026-07** — Parent Q2 results reported $1.8 trillion in assets under management, administration and advisement and discussed AI investment alongside continued human advisor engagement.
- **2026-07** — Parent Advice & Wealth Management reported $3.1 billion in client net flows, with advisor departures including Comerica terminations partially offsetting organic activity.
- **2026-10** — The parent’s news listing announced recognition on TIME’s America’s Best Companies list for 2026 on October 6.

## Links

- Website: https://www.ameriprise.com/
- LinkedIn: https://www.linkedin.com/company/ameriprise-financial-services-llc/
- Twitter/X: https://twitter.com/ameriprise
- YouTube: https://www.youtube.com/user/Ameriprise/
- Instagram: https://www.instagram.com/ameriprise/
- Facebook: https://www.facebook.com/Ameriprise/

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Last updated: 2026-10-22