Company Overview. For more than 120 years, Ameriprise Financial has been helping clients plan for and achieve their financial goals.

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Jade Holmes
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1 Company Overview For more than 120 years, has been helping clients plan for and achieve their financial goals. Based in Minneapolis, is a leading financial planning and services company with approximately 10,000 financial advisors. We specialize in meeting the retirement-related financial needs of the mass affluent and affluent and provide solutions for asset accumulation, income management and insurance protection. Our financial advisors deliver tailored solutions to clients through a personalized approach to financial planning and advice built on long-term relationships.

2 Primary businesses Advice & Wealth Management, Asset Management, Annuities and Protection Key Subsidiaries Broker-Dealers Services, Inc. American Enterprise Investment Services, Inc. RiverSource Distributors, Inc. Asset Management Columbia Management Investment Advisers, LLC Threadneedle Asset Management Holdings Sàrl Insurance/Annuities RiverSource Life Insurance Company RiverSource Life Insurance Co. of NY IDS Property Casualty Insurance Company Trust and Deposit Ameriprise National Trust Bank Ameriprise Trust Company Ameriprise Certificate Company Operational Centers, Inc. Minneapolis, New York, Phoenix Columbia Management Boston, Minneapolis, New York, Los Angeles, Palo Alto, Calif., Portland Threadneedle Investments London RiverSource Life Insurance Company Minneapolis RiverSource Life Insurance Co. of New York Albany, N.Y. Ameriprise Auto & Home Insurance DePere, Wis. Credentials Leading financial planning company in the U.S. More people come to Ameriprise for financial planning than any other firm Largest number of CERTIFIED FINANCIAL PLANNER professionals among any retail advisory force 1 5th largest branded advisor force 2 #249 in FORTUNE More than $750 billion in assets under management and administration 8 8th largest IRA provider 9 A leading annuity and life insurance provider 10 #3 full-service investment brand online 11 #30 global asset manager 3 11th largest manager of long-term U.S. mutual fund assets 4 One of the largest mutual fund advisory programs in assets 5 #4 retail fund AUM in the UK 6 Recognized as a civic-minded company through the Civic 50 award Recipient of the 2013 Charities@Work Corporate Excellence Award 100% score in the Corporate Equality Index Named social media All-Star by DALBAR See p.4 for source information 2

3 Key metrics $429 $647 $631 $ $771 $270 $304 $310 $ $409 $271 $342 $384 $ $440 $243 $457 $436 $ $501 Assets under management and administration Retail client assets Operating net revenue per advisor in thousands Asset Management assets under management 2013 Consolidated Highlights (in millions, except per share amounts) GAAP 2013 Operating 2013 Net revenues $11,199 $10,217 $10,192 Net revenues $10,857 $10,143 $10,050 Net income from attributable to $1,337 $1,031 $1,176 Earnings $1,460 $1,245 $1,274 Earnings from continuing operations per diluted share attributable to common shareholders $6.46 $4.63 $4.77 Earnings per diluted share $7.05 $5.59 $5.17 Return on equity from 17.2% 12.8% 13.9% Return on equity 19.7% 16.2% 16.0% Shareholders equity $8,192 $9,092 $8,988 Shareholders equity $7,597 $7,898 $8,237 3

4 Executive Leadership Team James M. Cracchiolo Chairman and Chief Executive Officer Walter S. Berman and Chief Financial Officer Donald E. Froude The Personal Advisors Group Kelli A. Hunter Human Resources John C. Junek and General Counsel Randy C. Kupper and Chief Information Officer Neal Maglaque, Advice & Wealth Management Business Development and Chief Operating Officer Deirdre D. McGraw Marketing, Communications and Community Relations Colin Moore Global Chief Investment Officer Joseph E. Sweeney Advice & Wealth Management Products and Service Delivery William F. Truscott Chief Executive Officer Global Asset Management John R. Woerner Insurance & Annuities and Chief Strategy Officer 1 Financial planning: Ameriprise has more financial planning clients and more CERTIFIED FINANCIAL PLANNER TM professionals than any there company in the U.S. based on data filed at advisorinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, th largest advisor force company reports as of Dec. 31, #30 global asset manager Pensions & Investments Nov. 11, 2013 data as of year-end. 4 11th largest manager of long-term US mutual funds ICI Complex Assets as of 1Q One of the largest mutual fund advisory program managers Cerulli Edge Managed Accounts Edition, AUM as of 1Q #4 retail fund AUM in UK investmentuk.org as of 1Q FORTUNE Ranking FORTUNE Magazine June 2, AUM/A First quarter 2014 Statistical Supplement. 9 #8 IRA provider Cerulli Edge - Retirement edition Q A leading annuity and insurance provider #8 variable annuity provider (assets) Morningstar Annuity Research Center as of 3Q 2013, #6 VUL provider (assets) LIMRA International - 1Q #3 full-service online brand Heardable, Inc. August 2013: Online Brand Health Benchmark Report The Top 20 Full Service Financial Advisors. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board s initial and ongoing certification requirements. RiverSource Distributors, Inc. (Distributor), Member FINRA. Insurance and annuity products are issued by RiverSource Life Insurance Company and in New York, by RiverSource Life Insurance Co. of New York, Albany, New York. Only RiverSource Life Insurance Co. of New York is authorized to sell insurance and annuities in New York. Threadneedle International Limited is an FSA- and an SEC-registered investment adviser, based in the U.K. Investments advisory products and services offered through Services, Inc., a registered investment adviser. Securities products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Management, RiverSource and Threadneedle are all part of, Inc. Services, Inc., Member FINRA and SIPC. 2014, Inc. All rights reserved M (6/14) 4

5 ($ in millions) 2013 Total net revenues $10,192 $10,217 $11,199 Less: Revenues attributable to the CIEs Less: Net realized gains Less: Market impact on indexed universal life (10) benefits Less: Integration/ restructuring charges (4) Operating total net revenues $10,050 $10,143 $10,857 ($ in millions) 2013 Net income attributable to $1,116 $1,029 $1,334 Less: Income (loss) from discontinued operations, (60) (2) (3) net of tax Net income from continuing operations attributable to 1,176 1,031 1,337 Less: Adjustments (1) (98) (214) (123) Operating earnings $1,274 $1,245 $1,460 shareholders equity (2) $9,169 $9,071 $8,582 Less: Assets and liabilities held for sale (2) 30 Less: Accumulated other comprehensive income 701 1, (loss), net of tax "AOCI" (2) shareholders equity from 8,438 8,070 7,761 excluding AOCI (2) Less: Equity impacts attributable to the consolidated investment entities (2) Operating equity (2) $7,960 $7,673 $7,428 Return on equity from, 13.9% 12.8% 17.2% excluding AOCI Operating return on equity, excluding AOCI (3) 16.0% 16.2% 19.7% (1) Adjustments reflect the trailing 12 months' sum of after-tax net realized gains/losses; market impact on variable annuity guaranteed benefits, net of hedges and related DSIC and DAC amortization; the market impact on indexed universal life benefits, net of hedges and the related DAC amortization, unearned revenue amortization, and the reinsurance accrual; and integration/restructuring charges. After-tax is calculated using the statutory tax rate of 35%. (2) Amounts represent the five-point average of quarter-end balances, except for. Amounts for represent a two-point average of beginning of year and end of year balances. (3) Operating return on equity income/loss (AOCI) is calculated using the trailing twelve months of earnings excluding the after-tax net realized gains/losses; market impact on variable annuity guaranteed benefits, net of hedges and related DSIC and DAC amortization; the market impact on indexed universal life benefits, net of hedges and related DAC amortization, unearned revenue amortization, and the reinsurance accrual; integration/restructuring charges; and discontinued operations in the numerator, and shareholders' equity excluding AOCI; the impact of consolidating investment entities; and the assets and liabilities held for sale using a five-point average of quarter-end equity in the denominator. After-tax is calculated using the statutory tax rate of 35%. ($ in millions, except per share amounts) 2013 Net income attributable to $4.53 $4.62 $6.44 Less: Income (loss) from discontinued operations, net of tax (0.24) (0.01) (0.02) Net income from attributable to Less: Net realized gains, net of tax (1) Add: Integration/restructuring charges, net of tax (1) Add: Market impact on variable annuity guaranteed benefits, net of tax (1) Add: Market impact on indexed universal life benefits, net of tax (1) Operating earnings $5.17 $5.59 $7.05 (1) Calculated using the statutory tax rate of 35%. Per Diluted Share 5

Company Overview. Ameriprise Financial has more than 115 years of helping clients plan for and achieve their financial goals.

Company Overview. Ameriprise Financial has more than 115 years of helping clients plan for and achieve their financial goals. Company Overview Ameriprise Financial has more than 115 years of helping clients plan for and achieve their financial goals. Based in Minneapolis, Ameriprise Financial is a leading financial planning and