WAUSAU, WI, May 10, 2023 (Globe Newswire) — Wisconsin Location Incredible Bank recently launched a new wealth management program with Ameriprise Financial Services, LLC as its broker-dealer. After extensive research, IncredibleBank selected Ameriprise Financial Institutions Group (AFIG) to provide digitally enabled, personalized financial advice and investment solutions to its clients. With 15 locations in Wisconsin and the Upper Peninsula of Michigan, and a branch under construction in Cape Coral, Florida, the bank will operate a wealth management program under the brand IncredibleWealth.
“We were drawn to Ameriprice because of their enhanced technology and focus on providing financial advisors with the tools they need to succeed.” Todd Nagel, IncredibleBank President and CEO“Our promise at IncredibleBank is to always provide a great customer experience.SM By providing solutions that exceed customer expectations. We look forward to leveraging Ameriprise’s resources to further improve the customer experience while expanding our investment program. “
IncredibleWealth, Ameriprise’s financial advisory practice, develops personalized financial plans to help bank clients achieve their goals and manage their investments based on their unique needs. You will have access to the following Ameriprise services:
- Individual advice and financial planning Customized to meet your individual needs.
- Robust investment solution Help them reach their financial goals.
- Digital function This allows members to connect with advisors where and how they want, including in-person, online, video, or conference call.
At the launch of the new program, IncredibleWealth enlisted financial advisor Brian Coleman, based in Marquette, Michigan; Dan Augustine, AIF©, based in Wausau, Wisconsin; We hired Jeff Isaacson of Merrill, Wisconsin. IncredibleWealth plans to hire additional support to help grow its investment program to further help clients achieve their financial goals.
Headquartered in Wausau, Wisconsin, IncredibleBank was recognized as one of America’s most innovative banks in 2019 by the Independent Community Bankers of America. It has deposit and lending customers in all 50 states, plus a position as the nation’s top motor coach and his SBA lender. , they are America’s first online national community bank (who doesn’t like the idea of a national community?). They are dedicated to ensuring a great customer experience.SM in every transaction. For more information about IncredibleBank, please visit www.incrediblebank.com.
About Ameriprise Financial
For over 125 years, Ameriprise Financial has helped people feel more confident about their financial future.1With extensive investment advice, wealth management and insurance capabilities, and a national network of approximately 10,000 financial advisors, we have the strength and expertise to meet all the financial needs of individual and institutional investors.
Company founded on June 29, 11894.
Ameriprise Financial Services partners with financial institutions to provide investment advice, brokerage and insurance services to clients. This is a contractual relationship and Ameriprise rewards financial institutions for successful referrals. In most cases, financial institutions also receive a majority of the commissions and fees generated by Ameriprice financial advisors for the services described above. This applies as long as the referred client maintains his relationship with Ameriprise. An employee who is not licensed by a financial institution may receive incentives from her employer for referring customers to her Ameriprise. These incentives create a conflict of interest.
Ameriprise Financial cannot guarantee future financial results.
INVESTMENT PRODUCTS ARE NOT INSURED BY THE FDIC, NCUA, OR ANY FEDERAL AGENCY OR INDEMNIFIED BY ANY DEPOSIT OR OBLIGATION OF A FINANCIAL INSTRUMENT AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPLE AND VARIATION OF VALUE.
IncredibleBank is not affiliated with Ameriprise Financial, Inc.
Investment advisory products are available through Ameriprise Financial Services, Inc., a registered investment advisor.
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