Videos and downloads

Downloadable resources

All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
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.
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
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.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.