State Bank’s Wealth Management Team Announces Strategic Relationship with Ameriprise Financial
Compass Investment Services Selects Ameriprise Financial Services, LLC as its New Broker-Dealer to Expand its Investment Services Program
Zionsville, Indiana (June 30, 2025) State Bank today announced that it has selected Ameriprise Financial Services, LLC as its new brokerage partner. The wealth management advisory business operates under the name Compass Investment Services. The new partnership will assist Compass Investment Services in offering personalized financial planning and investment solutions to its clients.
“Clients are drawn to Compass Investment Services because of the personalized investment advice we are able to deliver, and Ameriprise Financial offered the best option to further enhance the customer experience,” said
Matt Price, State Bank President. “We listened to our customers, and it was not a difficult decision to form this new relationship with Ameriprise Financial. Our clients want personal service and outstanding products for their financial planning. This new relationship with Ameriprise Financial will equip the financial advisors with enhanced tools and products geared to meet our customers’ financial planning goals.”
Through the new partnership, Ameriprise will provide Compass Investment Services’ clients access to a full range of leading services and solutions including:
- Personalized advice and financial planning solutions that are tailored to each client’s individual needs.
- Robust investment solutions to help clients achieve their financial goals.
- Digital capabilities that allow clients to connect with their financial advisors where and how they want – face-to-face, online, by videoconference or phone meetings.
About State Bank:
State Bank is a community bank headquartered on the west side of Indianapolis. In addition to operating 10 full-service locations, State Bank is a part of the AllPoint™ ATM network of 55,000+ ATMs nationwide. Bauer Financial has named State Bank a 5-Star Bank based on its strength and performance since 2017. Its offices are in Avon, Brownsburg, Plainfield, Lizton and Pittsboro in Hendricks County; Lebanon (2) and Zionsville in Boone County; Carmel in Hamilton County; Lafayette in Tippecanoe County; and coming in 2026, Lapel, in Madison County. Visit www.StateBank1910.bank to learn more.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors1, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.
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 is called Ameriprise Financial Planning Service and is designed as a long-term, collaborative relationship between you and a financial advisor. The service is generally appropriate if you have financial goals, sufficient financial assets to begin addressing those goals and are willing to pay an investment advisory fee. If you decide to purchase the service, you will receive a written financial planning recommendations to help you achieve these goals. The complimentary initial consultation provides an overview of financial planning concepts and does not include a written analysis and/or recommendations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. For a complete description of Ameriprise Financial Planning Service ask your financial advisor for a copy of the client disclosure brochure located in Ameriprise Financial Planning Services’ Form ADV Part 2A If you choose to respond to this offer, you will receive additional material from Ameriprise Financial about how such services may benefit you. You should review the additional material before purchasing a financial planning service.
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.
Compass Investment Services is a financial advisory practice of Ameriprise Financia Services, LLC.
State Bank 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.
