Ameriprise Financial

Ameriprise Financial has been helping people plan their financial futures since 1894. With over 130 years in the business, the firm manages more than $1.4 trillion in assets and works with around 2.5 million clients across the US. Around 10,500 financial advisors deliver personalized guidance through a network that spans the country, backed by one of the largest wealth management operations in the industry.

The company spun off from American Express in 2005 and has grown steadily since then. Its wealth management division crossed the $1 trillion client asset mark in 2025, with advisor productivity hitting $1.1 million per advisor. Through Columbia Threadneedle Investments, Ameriprise also ranks among the 25 largest asset managers globally, giving clients access to institutional-quality investment strategies.

Financial Planning Services

Financial planning sits at the core of what Ameriprise does. The Confident Retirement approach launched in 2014 shapes how advisors help clients think through goals, covering everything from building savings to planning income in retirement. Each plan gets tailored to individual circumstances rather than following a one-size-fits-all template.

• Comprehensive financial planning covering all life stages
• Retirement planning with income strategies and Social Security optimization
• Estate planning and wealth transfer strategies
• Tax planning integrated with investment decisions
• Insurance solutions including life, disability, and long-term care
• Banking products and lending services

Investment Management

Investment options span discretionary wrap accounts, advisory portfolios, and non-discretionary approaches depending on how much hands-on involvement clients want. The platform runs on open architecture, meaning advisors can access funds and strategies from across the industry alongside Ameriprise's own products through Columbia Threadneedle.

• Managed accounts with discretionary portfolio management
• Advisory services for clients who want more control
• Access to mutual funds, ETFs, and individual securities
• Alternative investments available through select programs
• Annuity products for guaranteed income needs
• ESG and responsible investing options

Columbia Threadneedle Investments

The asset management arm operates globally under the Columbia Threadneedle brand, managing money for institutions and individuals across the US, Europe, and Asia. The team brings deep research capabilities across equity, fixed income, and multi-asset strategies - resources that flow through to Ameriprise advisors and their clients.

Digital Tools & Technology

Clients get access to online portals and mobile apps for tracking accounts, reviewing plans, and staying connected with their advisors. The PracticeTech platform won the 2025 BISA Technology Innovation Award, reflecting ongoing investment in tools that make financial planning more efficient and accessible.

• Online account access and portfolio tracking
• Mobile app for on-the-go management
• Digital planning tools integrated with advisor meetings
• eMeeting technology for virtual consultations
• Document vault for secure storage

James M. Cracchiolo

Chairman and Chief Executive Officer

Jim Cracchiolo has led Ameriprise since 2005, guiding the company through its spin-off from American Express and building it into one of the largest wealth management firms in the US. He brings over 45 years of financial services experience.

LinkedIn

Joseph E. Sweeney

President – Advice & Wealth Management

Joe Sweeney oversees Ameriprise's core wealth management business, leading products and service delivery for the firm's network of financial advisors and their clients.

William F. Truscott

CEO – Global Asset Management

Bill Truscott runs Columbia Threadneedle Investments, Ameriprise's global asset management arm. The business ranks among the 25 largest asset managers worldwide, serving both institutional and retail clients.