Why Choose Kimberly R Stewart, Ameriprise Financial Advisor

What makes Ameriprise different?

Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice. At Ameriprise, you’ll receive one-to-one personalized advice based on your individual goals and needs. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

Achieve your goals

97% of clients say they feel like their advisor cares about their ability to achieve goals.¹

Experience satisfaction

Clients rate Ameriprise advisors 4.9 out of 5 in overall satisfaction.²

Feel more retirement confidence

Only Ameriprise offers the Confident Retirement® approach, a key to building a financial future based on your individual needs and goals.

Top ratings in the investment industry

When it comes to earning your trust and meeting your needs, Ameriprise is proud to be recognized for outstanding service and commitment to our clients:

Ameriprise’s recognition as a 2024 Hearts & Wallets Top Performer, from Hearts & Wallets

Earned a 2024 Hearts & Wallets Top Performer™ recognition in “Understands me and shares my values” — the sixth time Ameriprise has earned this recognition.³

Ranked the #3 brand among investment firms for Customer Trust according to Forrester’s 2023 U.S. Customer Trust Index⁴

Ameriprise’s recognition as a The Wall Street Journal Management Top 250 list for 2023

Recognized on The Wall Street Journal Management Top 250 list for 2023⁵

Products and services for your needs

As a client, you’ll have access to a wide selection of products and services from Ameriprise and other companies including investment products, insurance, brokerage services and other solutions to help you meet your needs for education savings, protection, estate planning, retirement and more.

¹Source: Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through July 2023, reflecting 10,523 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online.
²Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a financial advisor or practice using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that advisor or practice within a rolling 24-month period as of 12/31/2023. There is no minimum number of responses required for an advisor or practice to receive a rating and advisors or practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise Financial advisor or practice is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor’s or practice’s qualifications.
³This recognition is from the 2024 Wants & Pricing Report from the Hearts & Wallets Investor Quantitative™ Database. In the annual syndicated survey, respondents rate their financial services providers in various areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). The 2023 Investor Quantitative™ Database was fielded September 11– October 6, 2023, to 5,846 respondents in 36 quota cells (age, asset groups and gender) and weighted back to national representation based on age and assets using 144 age-asset weighting cells (6 age ranges and 24 asset ranges) drawn from the most recent Federal Reserve Survey of Consumer Finances and Hearts & Wallets analysis. Sampling error is a function of sample size and response rate. At the national level, responses selected by 30% of households have a sampling error of +/- 0.8 ppts and +/- 1.2 ppts at 80% and 95% certainty, respectively. The report designates Top Performers in areas where customer ratings are “distinctively higher than customer ratings of other providers” ─meaning one or more providers achieved customer satisfaction that exceeds other providers. For each area, there may be multiple Top Performers or none. The analysis does not rank Top Performers. It is not indicative of future performance or representative of any one client's experience. This is also the sixth time Ameriprise has earned a Top Performer recognition in “Understands me and shares my values” based on data from 2016, 2017, 2018, 2019, 2022 and 2023. Ameriprise did not pay a fee to be evaluated in the study but did pay a fee to Hearts & Wallets cite the results.
⁴Ameriprise Financial received the third highest Customer Trust Index scores among Financial Services in Forrester’s proprietary 2023 U.S. Customer Trust Index rankings. The ranking was based on Forrester’s Customer Trust Index Scores, derived from Forrester’s Customer survey of 10,678 U.S. online consumers measuring 11 Investment Firms from April to June 2023. Customer Trust Index scores for individual financial services brands reflect the average level of trust customers have in a brand. Forrester Research does not endorse any company included in any Customer Trust Index report and does not advise any person to select the products or services of any particular company based on the ratings included in such reports. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a licensing fee to publicly cite the results of the survey.
⁵The Wall Street Journal Management Top 250 ranking for 2023 is based on a holistic measure of corporate effectiveness developed by the Drucker Institute. More than 700 U.S. companies were evaluated on 34 indicators across five dimensions of corporate performance: Customer Satisfaction, Employee Engagement and Development, Innovation, Social Responsibility and Financial Strength. All data collected was the most current available as of June 30, 2023. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a licensing fee to use the Management Top 250 logo. See https://www.drucker.institute/company-rankings/the-wall-street-journal-management-top-250/.
The Confident Retirement approach is not a guarantee of future financial results.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER^™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
An Ameriprise Financial Franchise
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Why choose Ameriprise?

What makes Ameriprise different?

Top ratings in the investment industry

Products and services for your needs

Take the first step toward a more confident financial future

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