Best-in-State · rank 130 · Phoenix, Arizona · listed firm: Ameriprise Financial Services
Logo asset (hotlink-protected, view at source): https://www.ameripriseadvisors.com/assets/ameriprise-logo.png
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services” — forbes_shook
- Parent company — Ameriprise Financial Inc. (high)
- “Ameriprise Financial Services” — firm_official
- Firm type — wirehouse (high)
- “Ameriprise Financial Services” — sec_finra_regulatory
- Team name — Phoenix Wealth Management (high)
- “Phoenix Wealth Management” — firm_official
- Team size — 5 (high)
- “Five-person team” — firm_official
- CRD — 1303708 (high)
- “CRD Number: 1303708” — sec_finra_regulatory
- Years experience — 41 (high)
- “41 years total industry experience” — firm_official
- Designations — Series 63, Series 65 (high)
- “Series 63, 65 (no CFP or CFA designations on file)” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 252 (high)
- “Team Assets (Custodied): $252M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 17.5 (high)
- “Typical Net Worth of Relationships: $10-25M” — forbes_shook
- Client niche — high-net-worth individuals, family offices, charitable foundations (high)
- “30+ years specializing in high-net-worth individuals, family offices, charitable foundations” — firm_official
- Custodians — not_applicable (high)
- “Ameriprise Financial Services (wirehouse broker-dealer)” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/christine.gustafson/ (high)
- Value proposition (verbatim) — Every day I deliver future-focused financial solutions that transform lives. Turn your financial goals into reality. Advice built around you — and your life. (high)
- “Every day I deliver future-focused financial solutions that transform lives” — firm_official
- “Turn your financial goals into reality” — firm_official
- Differentiators — 30+ years specializing in high-net-worth individuals and family offices, Full range of custom-tailored wealth management services, Personalized investment strategies designed around individual objectives, Regular engagement through meaningful connections and timely outreach, Proprietary Tobacco-Free Portfolio initiative (high)
- “a full range of custom-tailored wealth management services with personalized investment strategies designed around individual objectives” — firm_official
- “regular engagement through meaningful connections and timely outreach” — firm_official
- Content marketing — none (medium)
- “No personal books, podcasts, or authored articles found” — firm_official
- Has podcast — no (high)
- “No podcasts found in professional profile or media search” — firm_official
- Books published — 0 (high)
- “No personal books published” — firm_official
- Linkedin url — https://www.linkedin.com/in/christine-gustafson-367863259/ (high)
- Social presence — linkedin_active (high)
- “LinkedIn profile active as Managing Director and Private Wealth Advisor” — social_or_third_party_db
- Press awards — Forbes Best-In-State Women Wealth Advisors 2026 (rank 130), American Heart Association Investment Committee member, 30-year volunteer, University of Virginia Endowment Board (UVIMCO) member, 11 years, Arizona Women's Board member, TGen (Translational Genomics Research Institute) Ambassador (high)
- “Forbes 2026 Best-In-State Women Wealth Advisors” — forbes_shook
- “30-year volunteer; Investment Committee member overseeing $670M fund; instrumental in $35M stock-to-cash conversion” — firm_official
Visual brand
- Has distinct logo — no (high)
- “No independent team logo; uses Ameriprise Financial Services branding only” — firm_official
- Logo url — https://www.ameripriseadvisors.com/assets/ameriprise-logo.png (medium)
- “Ameriprise Financial Services corporate logo” — firm_official
- Visual brand notes — Ameriprise Financial corporate branding; no distinct team identity. Professional, institutional design with navy and white palette, standard financial-services typography. (medium)
- “Uses Ameriprise Financial Services branding only” — firm_official