Ameriprise Financial
Experience you can count on
We’re America’s leader in financial planning,1 and we’ve helped
millions of people achieve their dreams and goals — including a
more confident retirement.
For more than 120 years, Ameriprise Financial has been there
when our clients need us, working with them step by step to
build toward a brighter future.
Our History
1894
1939
During the Great Depression
we pay out $100 million to
clients, never a day late or a
dollar short.
1975
2005
2008
Ameriprise experiences
another strong year —
posting record highs for
assets under management
and financial results.
We help pioneer financial
planning, and then
introduce it to our clients.
John Tappan founds our company to help Americans
build their financial futures. The firm’s goals are
to meet every obligation on its due date, while
conserving and protecting investors’ money with
every safeguard possible.
2013
When the independent Reserve Fund “breaks the
buck” in one of its money market funds and freezes
assets, Ameriprise Financial responds by advancing
$700 million to help meet clients’ immediate cash
needs and developing extensive market volatility
resources for advisors to help their clients.
Ameriprise Financial
becomes an independent
public company.
Not all financial companies are the same.
Here’s what sets us apart.
A leading international financial institution
•America’s leader in financial planning.1
•More than 2 million individual, business
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and institutional clients.2
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•Approximately 10,000 financial
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advisors serving clients nationwide.3
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•A leader in financial planning, with more
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Certified Financial Planner™
professionals than any other firm.4
Major
operational
centers
•30th largest global asset manager5
A firm that’s strong, stable — and growing
Ameriprise manages and administers assets totaling
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more than 800 billion
$
$800
•Ranked #247 on FORTUNE 500®6
• Maintains leadership positions in
each of its four core business segments.7
•Donates over 55,000 volunteer
hours annually.
•Ranked #1 provider for quality
$600
investment advice.8
Assets under management and
administration ($ in billions)
$400
200920102011201220132014
Source: Ameriprise Financial First Quarter 2015 Statistical Supplement —
data available at ir.ameriprise.com.
A legacy of financial responsibility
New York Stock Exchange symbol: AMP
2014 operating results9
Net revenues: $11.6 billion
Earnings: $1.6 billion
Return on equity (excl. AOCI): 23%
•Through all types of economic environments,
Ameriprise has remained a strong and stable
company. And we’ve done it entirely on our own
— never taking a bailout.
Ameriprise helped pioneer the financial planning process more than 30 years ago. We have more CERTIFIED FINANCIAL PLANNER™
professionals than any other company in the U.S. as documented by the Certified Financial Planner Board of Standards, Inc., as of
Dec. 31, 2014.
2
Company data as of Dec. 31, 2014.
3
Ameriprise Financial First Quarter 2015 Statistical Supplement.
4
Certified Financial Planner Board of Standards, Inc. There is no guarantee that you will work with an advisor with a CFP® certification.
5
Towers Watson World 500 as of Dec. 31, 2013.
6
FORTUNE magazine, June 29, 2015.
7
No. 1 financial planning firm in the U.S.: Ameriprise helped pioneer the financial planning process more than 30 years ago. We have more
CERTIFIED FINANCIAL PLANNERTM professionals than any other company, as documented by the CFP Board of Standards, Inc., as of
Dec. 31, 2014. For marketing/prospect/consumer/client facing materials, include: “There is no guarantee that you will work with an
advisor with a CFP® certification.”
No. 3 mutual fund advisory program in assets: Cerulli Edge – data as of 2Q 2015. No. 5 branded advisor force in the U.S.: Company
reports as of 4Q 2014.
No. 8 variable universal life insurance provider (total assets): LIMRA International, 4Q 2014. No.11 long-term mutual fund assets in the
U.S.: ICI Complex Assets, 4Q 2014.
No. 10 variable annuity provider, LIMRA International, 4Q 2014.
8
Market Strategies International: Cogent ReportsTM – Investor Brandscape: December 2014.
9
Financial results reflect operating results. See 2014 Annual Report on ir.ameriprise.com.
Ameriprise Financial cannot guarantee future financial results.
Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2015 Ameriprise Financial, Inc. All rights reserved.
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