Videos and downloads

Downloadable resources

Viridian Client Welcome Guide
Our Client Welcome Guide highlights our story, organizational values, advice process, and services, and introduces our team.
Ameriprise story fact sheet
See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.
Ameriprise Financial client relationship summary
Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.
Understanding Medicare
If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.