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.
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
Financial Requirements
No royalty or brand fund percentage fees. Key required fixed monthly fees total ~$1,344 low ($290 association + $167 E&O + $575 tech + $287 supervision + $25 network) to ~$3,536 high.
Franchise Stats
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
| Franchise | Investment Range | Franchise Fee | Royalty | Locations |
|---|---|---|---|---|
AMERIPRISE FINANCIAL SERVICES LLC Current | $12K - $130K | $2K | N/A | 3,855 |
| 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 (2024)
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
* 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)
One pending FINRA arbitration (Ameriprise Financial Services, LLC v. Robert William Urban, filed 2022) alleging breach of franchise agreement, transition and working capital notes by former franchisee; includes counterclaims for breach of contract and negligent misrepresentation.
Bankruptcy (Item 4)
No bankruptcy history reported in the FDD.
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
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 $12,098.5 to $130,363. This includes a franchise fee of $1,500.
How many AMERIPRISE FINANCIAL SERVICES LLC franchise locations are there?
As of the 2025 FDD, AMERIPRISE FINANCIAL SERVICES LLC has 3,855 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 3,855+ 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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