IncredibleBank Launches Investment Program with Ameriprise Financial

IncredibleWealth program provides bank customers with access to Ameriprise’s financial planning and investment tools
Globe NewswireMay 11, 20233 min

Wisconsin-based IncredibleBank recently launched a new wealth management program with Ameriprise Financial Services, LLC as its broker-dealer. Following an extensive search, IncredibleBank selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally enabled, personalized financial advice and investment solutions to its customers. With 15 locations throughout Wisconsin and Michigan’s Upper Peninsula and a branch being built in Cape Coral, Florida, the bank will operate its wealth management program under the brand IncredibleWealth.

“We were drawn to Ameriprise because of the firm’s enhanced technology and focus on providing financial advisors with the tools they need to be successful,” said Todd Nagel, President and CEO of IncredibleBank. “Our promise at IncredibleBank has always been to provide an Incredible Customer ExperienceSM by delivering solutions that exceed our customers’ expectations. We look forward to leveraging Ameriprise’s resources to grow our investment program while further elevating our customer experience.”

As a financial advisory practice of Ameriprise, IncredibleWealth creates personalized financial plans to help the bank’s customers reach their goals and manage their investments based on their unique needs. Customers have access to the following services from Ameriprise:

  • Personalized advice and financial plans that are tailored to their individual needs.
  • Robust investment solutions to help them achieve their financial goals.
  • Digital capabilities that allow members to connect with their advisors where and how they want – face-to-face, online, video or phone meetings.

In launching the new program, IncredibleWealth, with the help of Ameriprise, recruited financial advisors Brian Coleman, based out of Marquette, Michigan, Dan Augustine, AIF©, based out of Wausau, Wisconsin, and Jeff Isaacson, AIF©, based out of Merrill, Wisconsin. IncredibleWealth plans to hire additional support to help the investment program grow to further help customers reach their financial goals.

Globe Newswire

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