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AMERIPRISE FINANCIAL SERVICES LLC

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.

Since 1999ServicesMinneapolis, MNAmeriprise Financial, Inc.www.ameriprise.com
2024 FDDNo Item 19SBA Loan Data

Disclaimer: This information was extracted using AI from public Franchise Disclosure Documents and should be independently verified. This is not financial or legal advice. Always review official FDD filings before making investment decisions.

Overview

Investment
$12,028.5 - $132,704.5
Franchise Fee
$1,500
Locations
4,003

Financial Requirements

Franchise Fee$1,500
Initial Investment Range$12,028.5 - $132,704.5
Royalty RateN/A
Brand FundN/A
Fixed Monthly Fees$1,340 - $3,532

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).

Franchise Stats

Franchise Locations4,003
Corporate LocationsN/A
States Operating52
Franchising Since1999
FDD Year2024

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 to Other Adult Education & Training Franchises

Key Insights

  • One of the lowest investment costs in Adult Education & Training (ranked #1 of 17)
  • #2 largest franchise system in Adult Education & Training
FranchiseInvestment RangeFranchise FeeRoyaltyLocations
AMERIPRISE FINANCIAL SERVICES LLC
Current
$12K - $133K$2KN/A4,003
HEALTH MART SYSTEMS INC$262K - $834KN/A0.0%4,346
MATCO TOOLS CORPORATION, MATCO TOOLS AND MATCO$108K - $383K$10KN/A1,502
UBREAKIFIX BY ASURION$151K - $448K$40K7.0%551
Best Brains$50K - $134K$15K14.0%162
LEADERSHIP MANAGEMENT INC$20K - $28K$15K6.0%110
Adult Education & Training Average
17 franchises
$253K - $579K$36K8.8%-

* 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

Top States by Outlet Count
1CA
326
2TX
246
3NY
244
4MN
227
5FL
223
6PA
218
7OH
199
8MI
182
9MA
166
10NJ
154
11IL
143
12VA
115
13WI
113
14WA
93
15MD
91

+36 more states

SBA Loan History

Historical SBA 7(a) loan data for AMERIPRISE FINANCIAL SERVICES LLC franchisees (2010 - 2025)

Total Loans
450
Average Loan Amount
$655,021
Total Loan Volume
$294,759,400
Default Rate
0.2%

Loans by Year

* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.

Franchisee Contacts

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Due Diligence

Litigation (Item 3)

Franchisee Litigation Cases1

Debt collection, breach of franchise agreement, and related contract claims against former franchisee.

Bankruptcy (Item 4)

Bankruptcy HistoryNo

No bankruptcy history reported in the FDD.

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
N/A
Non-Renewals
N/A
Reacquired by Franchisor
N/A
Ceased Operations (Other)
N/A
System Transfers
N/A
Sold to Franchisees
N/A
Projected New Franchises
N/A

Frequently Asked Questions

How much does it cost to open a AMERIPRISE FINANCIAL SERVICES LLC franchise?

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.

How many AMERIPRISE FINANCIAL SERVICES LLC franchise locations are there?

As of the 2024 FDD, AMERIPRISE FINANCIAL SERVICES LLC has 4,003 franchise locations. The company has been franchising since 1999.

Can you get an SBA loan for a AMERIPRISE FINANCIAL SERVICES LLC franchise?

Yes, SBA loans are available for AMERIPRISE FINANCIAL SERVICES LLC franchises. Historical data shows 450 SBA 7(a) loans have been approved for AMERIPRISE FINANCIAL SERVICES LLC franchisees, with an average loan amount of $655,021. The historical default rate is 0.2%.

Is AMERIPRISE FINANCIAL SERVICES LLC a good franchise to buy?

AMERIPRISE FINANCIAL SERVICES LLC shows several positive indicators: established brand with 4,003+ locations, low SBA loan default rate. However, franchise success depends on many factors including location, local market conditions, and owner involvement. We recommend speaking with existing franchisees and consulting with a franchise attorney before making a decision.

Interested in AMERIPRISE FINANCIAL SERVICES LLC?

Talk to a franchise advisor to get personalized guidance and learn if AMERIPRISE FINANCIAL SERVICES LLC is the right fit for you.

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