AMERIPRISE FINANCIAL SERVICES LLC
Ameriprise Financial Services, LLC offers franchises for Independent Advisor Businesses that provide brokerage services, financial planning, investment advice, consulting, securities products, insurance, annuities, and other related financial products and services under the Ameriprise brand and proprietary marks. Franchisees operate as independent advisors, sharing revenues from client sales with the franchisor after deductions for fees, supervision, and consulting services, while utilizing the franchisor's system, manuals, and affiliate support. The target market includes individuals and business owners seeking personalized financial solutions nationwide.
Franchise Costs
No royalty or brand fund percentage fees. Key fixed monthly fees approx. $1,340 low ($290 association + $188 E&O + $550 technology + $287 supervision + $25 network) to $3,532 high (using high ends for E&O/supervision).
Financial Performance
Item 19 Financial Performance
This franchise did not provide Item 19 financial performance data.
Be careful if you are interested in investing. The lack of financial performance representations may indicate limited data or varying results across franchises.
Extracted Item 19 Section
How AMERIPRISE FINANCIAL SERVICES LLC Compares
Key Insights
- One of the lowest investment costs in Adult Education & Training (ranked #1 of 17)
- #2 largest franchise system in Adult Education & Training
| Franchise | Investment | Fee | Royalty | Locations |
|---|---|---|---|---|
AMERIPRISE FINANCIAL SERVICES LLC Current | $12K – $133K | $2K | N/A | 4,003 |
| HEALTH MART SYSTEMS INC | $262K – $834K | N/A | 0.0% | 4,346 |
| MATCO TOOLS CORPORATION, MATCO TOOLS AND MATCO | $108K – $383K | $10K | N/A | 1,502 |
| UBREAKIFIX BY ASURION | $151K – $448K | $40K | 7.0% | 551 |
| Best Brains | $50K – $134K | $15K | 14.0% | 162 |
| LEADERSHIP MANAGEMENT INC | $20K – $28K | $15K | 6.0% | 110 |
Adult Education & Training Average 17 franchises | $253K – $579K | $36K | 8.8% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 17 Adult Education & Training franchises by location count.
Locations & Growth
Outlet Growth Over Time
Total outlets at end of each year
Geographic Distribution (2023)
Outlets by state across the United States
+36 more states
SBA Loan History
Historical SBA 7(a) loan data for AMERIPRISE FINANCIAL SERVICES LLC franchisees (2010 – 2025)
Loans by Year
SBA 7(a) loan activity over time
* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.
Franchisee Contacts
3,997 franchisee contacts on file from official FDD filings.
| Name | SBA Loan |
|---|---|
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
3,997 Contacts Available
Unlock all AMERIPRISE FINANCIAL SERVICES LLC franchisee contacts with verified contact information
Due Diligence
Litigation (Item 3)
Debt collection, breach of franchise agreement, and related contract claims against former franchisee.
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
The total initial investment to open a AMERIPRISE FINANCIAL SERVICES LLC franchise ranges from $12,028.5 to $132,704.5. This includes a franchise fee of $1,500.
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