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Ameriprise Financial

Ameriprise Financial Franchise For Sale

At Ameriprise Financial, you're backed by a strong company with a genuine focus on clients and advisors.

Financial Info (Click to Toggle)

Investment Range: $9,500 Franchise Units: 365
Franchise Fee: $9,500 Financing Available: Yes
Liquid Capital: $9,500 Training & Support: Yes

Brochure

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Why Ameriprise?

We understand how much you do for your clients, and we think you deserve more. At Ameriprise Financial, you're backed by a strong company with a genuine focus on clients and advisors. Here are just some of the reasons experienced advisors have made the move to Ameriprise:

  • More than 115-year history of strength and stability. Ameriprise Financial is strong and growing — we weathered the financial crisis without taking any TARP funds. We've earned credibility by growing responsibly, making sound investments and prudently managing risk.
  • Unique client experience based on financial planning and advice. Develop deep, long-lasting client relationships with our proven approach to financial planning and comprehensive set of product solutions.
  • Advisor support to run your practice and grow over time. You'll have access to dedicated transition teams, accessible leaders, integrated technology, practice management tools, marketing resources and more.
  • Next-generation technology. We make it easier for you to manage relationships and connect with clients using the Ameriprise Brokerage Platform, powered by Thomson ONE.1
  • Competitive compensation packages. We offer competitive payouts, employee benefits for Advisor Group advisors, and deferred compensation opportunities and equity building for Franchise Group advisors.
  • Succession planning opportunities. When the time is right, you can confidently exit your practice. With the help of our succession planning services you can sell your practice to Ameriprise Financial either immediately or over time. We also help our advisors purchase independent or franchise advisor practices. Find out how we can help you sell your practice.

Ameriprise Franchise Group

Enjoy independence and the support of a strong national brand. Build equity while running your own franchise and leveraging the support and strength of America's leading financial planning company. Franchise advisors get:

  • Equity ownership opportunities
  • Payouts up to 91% with deferred compensation potential
  • The ability to leverage a strong national brand
  • Office branding assistance and the opportunity to choose your own location
  • Local and national support, including accessible leaders and an extended group of specialists (some available at an additional cost)
  • Peer-to-peer mentoring, plus training and coaching, including CFP® certification support
  • Access to capital for practice acquisition
  • Succession planning resources

Training and Support

Affiliating with Ameriprise Financial can make it easier for you to strengthen your practice with a nationally advertised brand, innovative products and research, turnkey local marketing, and training across all areas of financial planning.

You'll have the support of a dedicated transition team beginning on your first day with Ameriprise Financial. Both local and corporate office members will work with you to help make your transition a seamless success. You'll also have access to key resources like these:

  • Business development
    • Tools to build your practice, including financial planning resources and specialists, business planning tools, practice management consultants, referral marketing, lead generation systems, alliance programs and more
    • Integrated technology with built-in compliance that supports a broad range of financial planning software, including custom and off-the-shelf advisory, planning, probability and portfolio analysis tools
    • Accessible leadership, from the president of the Personal Advisors Group to your field leader, who will make certain you have the support and answers you need
  • Marketing programs, such as advisor websites, turnkey direct mail campaigns, local ads, client newsletters, seminars, educational papers and specialized segment marketing programs to generate awareness and deepen client relationships – plus client loyalty programs that automatically deliver benefits and rewards to your best clients
  • Online research that provides three levels of equity research, information and tools to evaluate product opportunities
  • Support staff and sales assistance at local and national levels, whether you work as an employee financial advisor or a franchise advisor
  • Professional development and training opportunities, including peer-to-peer mentoring and partnering, CFP® certification support, continuing education workshops, online classes, seminars, team training and leadership specialists, so you can learn and grow at every stage of your career
  • Succession planning opportunities to help franchise advisors eventually sell practice equity through a succession plan, or directly through our internal market of ready buyers. Or, if you're thinking about selling your practice now, contact us.
  • We recognize the difference women advisors can make in this industry, and we've put in place the support, tools and flexibility they need to run and grow their practice in a way that's right for them.

Fees

Investment & Financial Info

Financial Information
Name Value
Liquid Capital: $9,500
Franchise Fee: $9,500
Franchise Units: 365
Financing Available: Yes
Training & Support: Yes

All financial information is provided by the franchise, business opportunity, business for sale or other advertiser, and that information is relied entirely on for the truthfulness and accuracy of the information provided.


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