Happy State Bank Joins the Ameriprise Financial Institutions Group through its Merger with Centennial Bank
Summary
• Digital capabilities that allow clients to connect with their advisors where and how they want – face-to-face, online, video or phone meetings. “We are pleased to work alongside both Centennial Bank and Happy State Bank to bolster their ability to help clients plan for their futures,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise.