Our Relationship with Ameriprise Financial
Heritage Investments is a financial advisory practice of Ameriprise Financial Services, LLC. Financial advisors are dual employees of Heritage Federal Credit Union and Ameriprise Financial, but we use Heritage Investments to distinguish between the Credit Union and Ameriprise Financial. When you see Heritage Investments, that means the products and services offered are through Ameriprise Financial by us, your Heritage Investments' financial advisors. This relationship allows us to have a dedicated relationship with our members while utilizing the vast resources and technology of Ameriprise Financial.
Heritage Federal Credit Union shares a partnership with Ameriprise Financial along with a revenue-sharing agreement. Heritage Investments provides financial planning services and solutions to our clients through Ameriprise Financial. Further details of this agreement and our relationship can be found in the disclosures below.
About Ameriprise Financial
We switched to a partnership with Ameriprise Financial in 2025 because of their vast resources, their commitment to financial planning, and their partnership with other financial institutions like ours. Ameriprise Financial has remained true to its vision of putting its clients’ interests first for more than 130 years. Ameriprise Financial has more than $1.5 trillion in assets under management and administration1.
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1Amperiptise Financial Q1 2025 Earnings Release
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Heritage Federal Credit Union is not affiliated with Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
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