Advisory Team Managing $160 Million in Client Assets Joins Ameriprise Financial

An advisory team managing $160 million in client assets recently joined Ameriprise Financial. The team transitioned to the firm to utilize Ameriprise’s technology platform and expanded service capabilities for their existing client base.

The advisors, who previously operated independently, now manage their practice under the Ameriprise brand. This move integrates their $160 million portfolio into the firm’s broader network of financial advisors. According to the announcement, the team selected Ameriprise to gain access to the company’s proprietary financial planning tools and administrative support systems. The transition marks a shift in the team’s operational infrastructure as they continue to provide wealth management services to their current clients.

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Source: GO-AI-ne1

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Date: June 3, 2026

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GOAI