MINNEAPOLIS--(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.
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