Erik Ott Honored As A Best-in-State Next-Generation Wealth Advisor
August 22, 2024
August 8, 2024 – Erik Ott, CFP®, APMA™ a Private Wealth Advisor with Ameriprise Financial in Midlothian, Virginia was named to the list of “Forbes Best-in-State Next-Generation Wealth Advisors” published by Forbes. The list recognizes “next-generation” financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 29,000 of the nation’s most productive advisors. Ott was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced for his firm.
Ott is part of OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Ott graduated from Virginia Commonwealth University with degrees in Business Administration and Management, and Financial Planning and Services.
As a Private Wealth Advisor, Ott provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. Ott has 9 years of experience with Ameriprise Financial. For more information, please contact Erik Ott at (804)-273-1265, visit the office at 14350 Sommerville Ct Midlothian, VA 23113-6838 or check out the website at https://www.ameripriseadvisors.com/erik.ott/
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Visit forbes.com for additional information about Forbes.
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1Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Next-Generation Wealth Advisors” 8/08/2024
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.
File # AMP5416449.2
The rankings are based on data provided by over 29,000 of the nation’s most productive advisors. Ott was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced for his firm.
Ott is part of OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Ott graduated from Virginia Commonwealth University with degrees in Business Administration and Management, and Financial Planning and Services.
As a Private Wealth Advisor, Ott provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. Ott has 9 years of experience with Ameriprise Financial. For more information, please contact Erik Ott at (804)-273-1265, visit the office at 14350 Sommerville Ct Midlothian, VA 23113-6838 or check out the website at https://www.ameripriseadvisors.com/erik.ott/
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Visit forbes.com for additional information about Forbes.
# # #
1Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Next-Generation Wealth Advisors” 8/08/2024
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.
File # AMP5416449.2
Contact:
Holly Tomski, Business Development Manager
holly.tomski@ampf.com, (434) 220-4671
