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The initial consultation provides an overview of financial planning concepts.

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 advisor's qualifications.

There is no minimum number of responses required for an advisor to receive a rating.Ĭlient experiences may vary, and working with any Ameriprise financial advisor is not a guarantee of future financial results.

The advisor’s Client Satisfaction Rating is an average of all client responses for that advisor within a rolling 24-month period, and is updated daily.

Client Satisfaction Rating: Each client has the opportunity to rate an advisor based on the client’s overall satisfaction with the advisor, on a scale of 1 to 5.

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