Fulcrum Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor 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 client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating, and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise advisor 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 an advisor’s qualifications.
Forbes rankings are developed by SHOOK Research and are created using an algorithm
that includes both qualitative (in-person, virtual and telephone due diligence meetings; client
impact; industry experience; review of best practices and compliance records; and firm
nominations) and quantitative (assets under management and revenue generated for their
firms) data. Investment performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance reports. Certain awards
include a demographic component to qualify. These rankings for each applicable year are
based on the opinions of SHOOK Research, LLC, are not indicative of future performance or
representative of any one client’s experience and are based on data from the previous two
calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange
for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay
Forbes/SHOOK Research for additional advertising-related materials. For more information:
www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
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Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Fulcrum Wealth Management Group is not itself a separately-registered investment adviser or broker-dealer.
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.

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