Best-in-State · rank 25 · Birmingham, Alabama · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services” — forbes_shook
- Parent company — Ameriprise Financial, Inc. (high)
- “Ameriprise Financial, Inc. (ticker: AMP) is an independent holding company providing financial services” — firm_official
- Firm type — wirehouse (high)
- “Ameriprise Financial Services is a registered investment adviser and broker-dealer” — firm_official
- Team name — Cummings & Associates (high)
- “Cummings & Associates” — firm_official
- Team size — gap: not_public
- CRD — gap: not_found_after_search
- Years experience — 26 (high)
- “26 years in financial services industry” — forbes_shook
- Designations — CFP, CRPC, CLU, ChFC (high)
- “Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)” — firm_official
Book of business
- Team AUM ($M) — 451 (high)
- “Team Assets (Custodied): $451M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 6.375 (high)
- “Typical Net Worth of Relationships: $750K-12M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Ameriprise Financial Services is a wirehouse broker-dealer and investment adviser” — firm_official
- Fee model — not_public (high)
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/patrick.2.cummings/ (high)
- “Patrick Cummings advisor profile” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- Books published — 0 (medium)
- Linkedin url — https://www.linkedin.com/in/birminghamcfp/ (high)
- “LinkedIn profile: birminghamcfp” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Active LinkedIn presence” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Advisors 2026 (#25, Alabama), Ameriprise Wealth Advisor Recognition (high)
- “Patrick Cummings ranked #25 on America's Top Wealth Advisors 2026 list” — forbes_shook
- “Included in 643 Ameriprise advisors on 2026 Forbes Best-in-State list” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Cummings & Associates operates under Ameriprise Financial Services branding” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Uses Ameriprise Financial corporate branding (blue and white palette, corporate sans-serif typography) (medium)
- “Ameriprise Financial corporate branding” — firm_official