This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. 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. The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is 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. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating. Investors should not consider the Client Experience Survey rating a substitute for their own research and evaluation of a financial practice's qualifications. There is no minimum number of responses required for a practice to receive a rating.Ĭlient experiences may vary, and working with any Ameriprise financial practice is not a guarantee of future financial results. The practice’s Client Satisfaction Rating is an average of all client responses for that practice within a rolling 24-month period, and is updated daily. Client Satisfaction Rating: Each client has the opportunity to rate a practice based on the client’s overall satisfaction with the practice, on a scale of 1 to 5.Affiliated with Ameriprise Financial Services, Inc. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. Read the prospectus carefully before you invest.
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For a free copy of the annuity's prospectus and underlying investment's prospectus, which contains this and other information about variable annuities, call 800.333.3437. You should consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options carefully before investing. Surrenders are subject to income taxes, and surrenders before age 59-1/2 may incur an IRS 10% early withdrawal penalty. Surrenders that do not qualify for a waiver may be subject to a surrender charge. Variable annuities are insurance products that are complex, long-term investment vehicles that are subject to market risk, including the potential loss of principal invested. This web site includes details about the SecureSource ® benefits available for an additional fee on RiverSource ® variable annuities.You will not receive written analysis and/or recommendations. The initial consultation provides an overview of financial planning concepts.
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