For the Inventor, By the Inventor

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Minneapolis, MN, United States of America

Ameriprise Financial, Inc.

USPTO Granted Patents = 41

% Expired Patents = 34.1

Forward Citations = 818

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124 inventors (with patents filed for the assignee):

William J Moran (4 out of 5 patents)

Beth Michelle Vanney (4 out of 4 patents)

Marcus Sheire (4 out of 5 patents)

4. James Richard Geppert (4 out of 4 patents)

5. Bryan Charlesworth (3 out of 3 patents)

6. Stan Jacobson (3 out of 3 patents)

7. Marcy Keckler (3 out of 3 patents)

8. Bryan Doherty (3 out of 3 patents)

9. Nicolle Reker (3 out of 3 patents)

10. Prabhu Arokiaswamy (3 out of 3 patents)

11. Jodi Jenson (3 out of 3 patents)

12. Patricia Scarlato (3 out of 3 patents)

13. Weining Mao (2 out of 2 patents)

14. Ozlem Kinav (2 out of 2 patents)

15. Mike R Greene (2 out of 2 patents)

Core Competencies:

Active-Active Clusters

Opportunity List Engine

Automated Funds Management

Portfolio Complexity

Retirement Planning

Risk Management

Data Copying

Financial Advice

Income Adjustment

Account Monitoring

Investment Transfers

Electronic Archival

41 patents: Sort by Forward Citations

1. 12289363 - Method for operating active-active message queueing high availability clusters (2025-04-29),

2. 11392965 - Opportunity list engine (2022-07-19),

3. 10977733 - System and method for automated funds management (2021-04-13),

4. 10878503 - System and method of determining portfolio complexity (2020-12-29),

5. 10552851 - Opportunity list engine (2020-02-04),

6. 10325320 - Retirement planning application (2019-06-18),

7. 10249001 - Management of goals and recommendations (2019-04-02),

8. 8751352 - Rules-based risk management (2014-06-10),

9. 8688556 - Retirement planning application (2014-04-01),

10. 8635142 - Management of goals and recommendations (2014-01-21),

11. 8631337 - Systems and methods of copying data (2014-01-14),

12. 8566184 - Method and tool for portfolio monitoring, rebalancing and reporting (2013-10-22),

13. 8498913 - Portfolio integration module for providing financial planning and advice (2013-07-30),

14. 8407125 - System and method for providing financial planning and advice (2013-03-26),

15. 8352294 - Automatic income adjustment (2013-01-08),

Company Overview

Ameriprise Financial, Inc. is a leading financial services company headquartered in Minneapolis, MN. The organization specializes in comprehensive financial planning, retirement planning, and risk management solutions. With a focus on portfolio complexity and funds management, Ameriprise leverages advanced technologies such as active-active clusters and data copying to enhance client services. The firm is dedicated to helping individuals and businesses navigate their financial futures with tailored strategies and expert guidance.

Profile summary synthesized from public USPTO records and patent filings.

Company Badge

USPTO Data Jan 1 1976 - Oct 20 2026

41 Patents

#52 in Minneapolis, MN

#245 in Minnesota

#8,447 in US

#16,725 in the World

Minneapolis, MN, United States of America

Ameriprise Financial, Inc.

Forward Citations = 818

124 inventors:

William J Moran (4 out of 5 patents)

Beth Michelle Vanney (4 out of 4 patents)

Marcus Sheire (4 out of 5 patents)

4. James Richard Geppert (4 out of 4 patents)

5. Bryan Charlesworth (3 out of 3 patents)

IDiyas Innovation Intelligence. (2026). Company Patent Portfolio: Ameriprise Financial, Inc.. Retrieved from https://idiyas.com/company/ameriprise-financial

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]

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