Best-in-State · rank 7 · Chandler, Arizona · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial, Inc. (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Firm type — wirehouse (high)
- “Ameriprise Financial Services, LLC - registered as a broker-dealer with FINRA” — sec_finra_regulatory
- Team name — The Haugland Group (high)
- “The Haugland Group - A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — gap: not_found_after_search
- CRD — 1285794 (high)
- “CRD Number: 1285794” — sec_finra_regulatory
- Years experience — 42 (high)
- “42 years of experience in financial advisory and registered representation roles” — firm_official
- Designations — CRPC, CLTC, MBA (high)
- “CRPC™ (Chartered Retirement Planning Counselor), CLTC® (Certified Long-Term Care), MBA in Finance” — firm_official
Book of business
- Team AUM ($M) — 646 (high)
- “Team Assets (Custodied): $646M” — forbes_shook
- Account minimum ($M) — 0.05 (high)
- “Minimum account size for new business: $50K” — forbes_shook
- Typical client net worth ($M) — 5.6 (medium)
- “Typical Net Worth of Relationships: $1.2-10M” — forbes_shook
- Client niche — generalist (medium)
- “Service Areas: Retirement Income Strategies, Estate Planning Strategies, Saving for Education, Retirement Planning Strategies, Family Finances” — firm_official
- Custodians — not_applicable (high)
- “Ameriprise Financial Services - broker-dealer affiliation” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/mason.j.haugland/ (high)
- “Mason J. Haugland - Ameriprise Advisors profile” — firm_official
- Value proposition (verbatim) — Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality. (high)
- “Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality.” — firm_official
- Differentiators — 42 years of experience in financial advisory, Retirement income and estate planning specialist, Long-term care insurance expertise (CLTC designation), Multi-office practice serving Phoenix metro region, Comprehensive retirement planning focus (medium)
- “42 years of experience; CRPC and CLTC designations; Services in Retirement Income Strategies, Estate Planning Strategies” — firm_official
- Content marketing — active (high)
- “Published insights: '2025 market and economic outlook', 'What tariffs could mean for the economy, markets and investors', 'Roth IRA strategies for high-income earners', 'Is long-term care insurance right for you?', 'Why ” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/mason-haugland-mba-crpc®-cltc®-36b97017 (high)
- “LinkedIn profile for Mason Haugland MBA CRPC® CLTC®” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “LinkedIn profile active with professional background and credentials” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (Arizona, Rank #7), Ameriprise Circle of Success (2013-2025) (high)
- “Forbes Best-in-State Wealth Advisors 2026 - Arizona” — professional_press
Visual brand
- Has distinct logo — no (high)
- “The Haugland Group operates under Ameriprise Financial Services branding” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Ameriprise corporate brand; blue and gold color scheme consistent with parent company identity (medium)
- “Ameriprise Financial Services branding with corporate identity standards” — firm_official