Top Wealth + Best-in-State · rank 2 · Omaha, Nebraska · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services, LLC (high)
- “AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice.” — firm_official
- Firm type — ibd_rep (high)
- “"firm_name": "AMERIPRISE FINANCIAL SERVICES, LLC", "branch_city": "Omaha", "branch_state": "NE", "ia_only": "N", "firm_bd_full_sec_number": "8-16791", "firm_ia_full_sec_number": "801-28543"” — sec_finra_regulatory
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team name — Wealth Partners (high)
- “Private Wealth Advisor Chief Executive Officer of Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — 60 (medium)
- “Our advisors Phil Wood APMA ® , CRPC ™ , AIF ® Private Wealth Advisor Chief Executive Officer of Wealth Partners Learn more about Phil Wood Visit Phil Wood's website Jon Gilfry APMA ® Financial Advisor Managing Director ” — firm_official
- CRD — 1811736 (high)
- “"ind_source_id": "1811736", "ind_firstname": "PHILLIP", "ind_middlename": "SCOTT", "ind_lastname": "WOOD", "ind_bc_scope": "Active", "ind_ia_scope": "Active"” — sec_finra_regulatory
- Years experience — 38 (high)
- “"ind_industry_cal_date": "1988-08-23"” — sec_finra_regulatory
- Designations — other:APMA, other:CRPC, AIF (high)
- “Phil Wood APMA ® , CRPC ™ , AIF ®” — firm_official
Book of business
- Team AUM ($M) — 5200 (high)
- “Team Assets (Custodied): $5.2B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 13.5 (high)
- “Typical Net Worth of Relationships: $2-25M” — forbes_shook
- Client niche — generalist (medium)
- “We provide financial advice based on your goals, now and at every stage in your life.” — firm_official
- “Retirement planning, family finances, investment management, insurance, Social Security benefits, retirement distribution, estate planning, and intergenerational planning” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Series 7, 24, 51, 63, 65” — firm_official
- “"ind_bc_scope": "Active", "ind_ia_scope": "Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/phil.wood/ (high)
- “Phil Wood, Private Wealth Advisor in Omaha, NE” — firm_official
- Value proposition (verbatim) — Achieve so much more. 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)
- “Achieve so much more 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 — Financial advice for a lifetime, Personalized investments and solutions, Meaningful connections, Secure digital access, Mission: advice to guide you through life's big moments (high)
- “Our commitment to you Financial advice for a lifetime We provide financial advice based on your goals, now and at every stage in your life. Personalized investments and solutions Our custom investment strategies and solu” — firm_official
- “Our Mission: Advice to guide you through life's big moments. Our Core Values: Integrity & Honesty, Transparency, Fairness, Teamwork, Accountability and Reliability” — firm_official
- Content marketing — occasional (medium)
- “Featured insights Now Playing As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.” — firm_official
- Has podcast — no (medium)
- “Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Career opportunities Contact” — firm_official
- Books published — 0 (low)
- “Private Wealth Advisor Chief Executive Officer of Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Linkedin url — https://www.linkedin.com/in/philw1/ (high)
- “Phil Wood, APMA™, CRPC™, AIF® - Wealth Partners | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Visit Phil Wood's Facebook page Visit Phil Wood's LinkedIn page” — firm_official
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2024-2026 (Wealth Partners), Ameriprise Circle of Success Chairman's Advisory Council, 2019-2026, Ameriprise Client Experience Award (high)
- “We've got some exciting news to share: Wealth Partners has been named to the 2026 Barron's Top 250 Private Wealth Management Teams list.” — firm_official
- “All of us at Wealth Partners are honored to share we have received the Ameriprise Client Experience Award.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/w/wealth-partners/300x100_fullcolor_practice_wealthpartners.svg (high)
- Visual brand notes — Ameriprise corporate template: co-branded Wealth Partners SVG lockup in full-color and reverse-white, standard blue/white palette, clean sans-serif, formal studio headshots and produced practice video. (medium)
