Top Wealth + Best-in-State · rank 2 · Bismarck, North Dakota · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial (high)
- “Ameriprise Financial Services, LLC (Firm ID: 6363) Registered since 7/20/2000” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “Ameriprise Financial Services, LLC (Firm ID: 6363) ... Status: Active in both broker-dealer and investment adviser capacities” — sec_finra_regulatory
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team name — Legacy Financial Partners (high)
- “Legacy Financial Partners” — firm_official
- Team size — 16 (medium)
- “Financial planning doesn't have to be complicated. Our team works with you to create strategies that fit your life today and your dreams for tomorrow.” — firm_official
- CRD — 4192782 (high)
- “Name: JOEL LYNN BIRD CRD Number: 4192782” — sec_finra_regulatory
- Years experience — 26 (high)
- “26 years of experience (may include years as financial advisor and/or registered representative)” — firm_official
- “Registered since 7/20/2000” — sec_finra_regulatory
- Designations — CFP, other:CRPC, other:CEPA, other:APMA, other:BFA, other:CLTC (high)
- “CFP®, CRPC™, CEPA®, APMA®, BFA™, CLTC®” — firm_official
Book of business
- Team AUM ($M) — 5300 (high)
- “Team Assets: "$5.3B" (custodied)” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size: "$1M"” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: "$2-8M"” — forbes_shook
- Client niche — retirement and wealth preservation for individuals, families and business owners (medium)
- “Retirement Planning Strategies, Tax Planning Strategies, Investment Management, Retirement Plan Distribution, Retirement Income Strategies, Wealth Preservation Strategies” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Status: Active in both broker-dealer and investment adviser capacities” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/joel.l.bird/ (high)
- “Joel Bird, Private Wealth Advisor in Bismarck, ND” — firm_official
- Value proposition (verbatim) — Advice built around you — and your life. Your financial priorities are personal, and your plan should be too. We'll partner together to clearly define what you're working toward, follow your progress and make thoughtful adjustments as life changes — because it always does. (high)
- “Advice built around you — and your life. Your financial priorities are personal, and your plan should be too.” — firm_official
- “We'll partner together to clearly define what you're working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.” — firm_official
- Differentiators — Financial advice for a lifetime, Personalized investments and solutions, Meaningful connections, Secure digital access, Client satisfaction 4.9/5 rating (688 reviews) (high)
- “Financial advice for a lifetime” — firm_official
- “We get to know you—by regularly discussing your goals, life events, investments, milestones” — firm_official
- Content marketing — occasional (low)
- “Bismarck, ND financial advice topics” — firm_official
- Has podcast — no (medium)
- “Joel Bird, Private Wealth Advisor in Bismarck, ND” — firm_official
- Books published — 0 (medium)
- “Joel Bird CFP, BFA, CRPC, APMA, CLTC in Bismarck, ND” — firm_official
- Linkedin url — https://www.linkedin.com/in/joellbird/ (medium)
- “Joel L. Bird, CFP®, CRPC®, APMA®, BFA™, CLTC® - Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Joel L. Bird, CFP®, CRPC®, APMA®, BFA™, CLTC® - Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors (2018-2025), AdvisorHub Advisors to Watch (2023-2026), Million Dollar Round Table, Top of the Table member, Ranked #1 in ND: Barron's Top 1,200 Financial Advisors, 2019 (high)
- “Recognized by Barron's Top 1,200 Financial Advisors (2018-2025)” — firm_official
- “AdvisorHub Advisors to Watch (2023-2026)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Ameriprise corporate template; no team mark. Team and advisor photography only — group shots and a formal advisor headshot on cdn.ameriprisecontent.com. (medium)
