Next-Gen · rank 86 · Marietta, Georgia · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services, LLC (high)
- “AMERIPRISE FINANCIAL SERVICES, LLC CRD# 6363 04/13/2012” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.” — firm_official
- Firm type — ibd_rep (high)
- “An Ameriprise Financial Franchise” — firm_official
- “The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.” — firm_official
- Team name — Endurance Planning Group (high)
- “Managing Partner of Endurance Planning Group” — firm_official
- Team size — gap: conflict_unresolved
- CRD — 5798435 (high)
- “ANDREAS PHILIP WILDER CRD# 5798435” — sec_finra_regulatory
- Years experience — 14 (high)
- “14 Years of Experience” — firm_official
- “B AMERIPRISE FINANCIAL SERVICES, LLC CRD# 6363 04/13/2012” — sec_finra_regulatory
- Designations — CFP (high)
- “Qualifications CFP ® or CERTIFIED FINANCIAL PLANNER ® certification Series 7 License Series 24 License Series 66 License” — firm_official
- “Andreas Wilder, CFA®, CFP® - Financial Advisor at Endurance Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 1200 (high)
- “{"rank":86,"firm":"Ameriprise Financial Services","city":"Marietta","state":"Georgia","minAccountSize":"$100K","teamAssets":"$1.2B","typicalNetWorth":"$250K-10M","typicalHouseholdSize":"$150K-3.5M"}” — forbes_shook
- Account minimum ($M) — 0.1 (high)
- “{"rank":86,"firm":"Ameriprise Financial Services","city":"Marietta","state":"Georgia","minAccountSize":"$100K","teamAssets":"$1.2B","typicalNetWorth":"$250K-10M","typicalHouseholdSize":"$150K-3.5M"}” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “{"rank":86,"firm":"Ameriprise Financial Services","city":"Marietta","state":"Georgia","minAccountSize":"$100K","teamAssets":"$1.2B","typicalNetWorth":"$250K-10M","typicalHouseholdSize":"$150K-3.5M"}” — forbes_shook
- Client niche — small business owners; tax and estate planning (high)
- “Areas of focus Tax Planning Strategies Estate Planning Strategies Financial Planning for Small Business” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.” — firm_official
- “B FINRA General Securities Representative Approved 04/13/2012” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/andreas.p.wilder/ (high)
- “Financial Advisor Andreas Wilder in Marietta, GA | Endurance Planning Group” — firm_official
- Value proposition (verbatim) — Your guide. Your partner. Your path forward. (high)
- “Your guide. Your partner. Your path forward.” — firm_official
- “Endurance Planning Group is an Ameriprise private wealth advisory practice in Marietta GA. Get the personal financial advice you need.” — firm_official
- Differentiators — Financial advice for a lifetime, Personalized investments and solutions, Regular goal-and-life-event check-ins on the client's schedule, Digital tools backed by an online security guarantee, Private Wealth Advisor designation within Ameriprise (high)
- “Financial advice for a lifetime” — firm_official
- “We provide financial advice based on your goals, now and at every stage in your life.” — firm_official
- Content marketing — active (medium)
- “Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to ” — firm_official
- “Markets & Economy: Insights on market conditions and trends.” — firm_official
- Has podcast — no (medium)
- “Market & economic insights” — firm_official
- Books published — 0 (low)
- “Andreas Wilder CFP ® Private Wealth Advisor Managing Partner of Endurance Planning Group An Ameriprise Private Wealth Advisor 14 Years of Experience” — firm_official
- Linkedin url — https://www.linkedin.com/in/andreaswilder (high)
- Social presence — linkedin_active (low)
- “Visit Endurance Planning Group's Facebook page” — firm_official
- Press awards — Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors, 2025, Endurance Planning Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025 (high)
- “Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors, 2025” — firm_official
- “Endurance Planning Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “<img id="ctl00_ctlNavigation_imgBrandLogo" src="https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/e/endurance-planning-group/300x100_fullcolor_practice_enduranceplanninggroup.svg" alt="Brand logo ” — firm_official
- Logo url — https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/e/endurance-planning-group/300x100_fullcolor_practice_enduranceplanninggroup.svg (high)
- “<img id="ctl00_cp1_ctlHeaderTemplate_ctlStrongBrand_imgStrongBrandLogo" class="strong-brand-logo-image" src="https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/e/endurance-planning-group/300x100_fu” — firm_official
- Visual brand notes — Navy (#003d6d) and lime-green (#bed630) SVG wordmark with a small star device; clean serif-and-sans lettering, white ground. Corporate Ameriprise co-branded template: professional headshots, wide hero banner, restrained trust-and-partnership imagery. (high)
“.cls-1 { fill: #bed630; }
.cls-2 { fill: #003d6d; }
.cls-3 { fill: #fff; }” — firm_official
“<img id="ctl00_cp1_ctlHeaderTemplate_ctlStrongBrand_ctlHeroImage_ctl00_imgHero" class="hero-background" src="https://cdn.ameriprisecontent.com/cds/alwp/team/enduranceplanninggroup/638551140052endurance-planning-group_130” — firm_official
