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More than 4,000 financial advisors have joined Ameriprise since 20081 – what are you waiting for?

Advisor Name and Location Former firm Channel

ESSA Investment Services

A financial advisory practice of Ameriprise Financial Services, LLC

  • Troy Smith, AAMS®
  • Mary HIllegas
  • Patrick Boran

Stroudsburg, PA

Cetera Financial Institutions

CAM Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Christopher Asher, CFP®, CRPC®
  • Kevin Collison, CFP®, CRPC®
  • Pat Cotherman, CFP®
  • Scott McRoy, CFP®, CDFA®, CRPC®

Annapolis, MD

Merrill Lynch Branch

The Hatton Sullivan Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Paige Hatton, CFP®
  • Peter Sullivan

Tampa, FL

Morgan Stanley Branch

The Townsend Morgan Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Tom Townsend, CFP®
  • Michele Morgan

Grand Blanc, MI

UBS Branch

Michael Mauss

Tacoma, WA

Merrill Lynch Branch

Rob Bacino, CLU®, ChFC®, RICP®

Bedminster, NJ

Purshe Kaplan Sterling Investments Branch

Stiles, Miller & Clark Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Craig Stiles, MBA
  • Gregory Miller
  • Nathan Clark, CPWA®, CRPC®

Lansing, MI

Merrill Lynch Branch

The Phelps Hamus Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Ronald Phelps
  • Jacob Hamus, CFP®

Middleton, WI

Morgan Stanley Branch

Larson Payne Larson Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Rob Larson
  • Russell Payne
  • Tony Larson
  • Joseph DeZiel, MBA

Edina, MN

Wells Fargo Branch

Private Wealth Management at Heathrow

A financial advisory practice of Ameriprise Financial Services, LLC

  • Adam M. Goldstein, CFP®, CMFC®, ChFC®, CLU®
  • Patrick R Buchanan, CFP®, ChFC®, CLU®

Winter Park, FL

Raymond James Branch

Pekelder Prai Financial Strategies

A financial advisory practice of Ameriprise Financial Services, LLC

  • James Pekelder
  • Scott Prai

Omaha, NE

Wells Fargo Branch

First American Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Donald Delmonte, CFP®
  • Bill Eldridge

Tampa, FL

LPL Financial Independent

Henriquez Cirelli Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Donald Henriquez
  • Scott Cirelli

Florham Park, NJ

Stifel Branch

Baker Phillips Wealth Management Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Joshua Baker
  • Shane Phillips

Bellevue, WA

Merrill Lynch Branch

The Strickland Harrington Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Steven Strickland
  • James Harrington

Virginia Beach, VA

Wells Fargo Branch

Paul Strong

Daytona Beach, FL

Morgan Stanley Branch

William Hadley, CFP®

Charlotte, NC

Wells Fargo Branch

Marc Strasser

Boca Raton, FL

Morgan Stanley Branch

Blair Pritchett

Atlanta, GA

Morgan Stanley Branch

Core Focus Financial Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Kerry Wate
  • Nicholas Hemphill

Bellevue, WA

Merrill Lynch Branch

James William Buzgo, CFP®, CPWA®, CIMA®

Boston, MA

UBS Branch

Richard Powell

Troy, MI

Wells Fargo Branch

Peter Bazirgan

Providence, RI

Merrill Lynch Branch

Samuel Vetas

Salt Lake City, UT

RBC Branch

Mark Burton

Dayton, OH

Wells Fargo Branch

The Overton Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Stephen Overton, CFP®
  • Matthew Overton

Tampa, FL

Morgan Stanley Branch

Troy Aarthun, AAMS®, CRPC®

Bedford, NH

MML Investors Svcs Independent

Matthew Truscott, CRPC®

Bellevue, WA

Merrill Lynch Branch

Peter Smith

Tacoma, WA

Stifel Branch

Norman Robbins

Boca Raton, FL

Summit Brokerage Services Branch

Stephen Waite

Bedminster, NJ

Merrill Lynch Branch

Ryan Bouchard, CRPC®

Portsmouth, NH

Merrill Lynch Branch

Bruce Higgison

Saddle Brook, NJ

Wells Fargo Independent

Juls Carter

Seattle, WA

RBC Branch

Jason Formo

Seattle, WA

RBC Branch

Steven Carpmail

Tacoma, WA

Merrill Lynch Branch

Bob Ferraro

Canfield, OH

Stifel Independent

Willson Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Craig Willson
  • Chad Willson

Ogden, UT

UBS Independent

Justin Ranger

New Orleans, LA

Raymond James Branch

Cynthia Farnsworth, CFP®, CRPS®

Madison, WI

UBS Independent

Eugene George Simone

Providence, RI

Merrill Lynch Branch

Michael Robbins

Boca Raton, FL

Summit Brokerage Services Branch

Bowen Scott

Tacoma, WA

Merrill Lynch Branch

Keith Davis, CFP®

Reno, NV

RBC Branch

Scott Kelly

Westport, CT

Wells Fargo Clearing Services Branch

Ashley Gagner

Fargo, ND

Wells Fargo Independent

Foundation Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Ricardo Yanez
  • Lance Mackall
  • John Rodgers, MBA, CFP®
  • Cathie Joughin

Bakersfield, CA

Wells Fargo Independent

Pandelis Chryssostomides, MST, CFP®, AAMS®, CRPC®, CMFC®

Lancaster, CA

FSC Securities Independent

Lydia Padilla, AAMS®

Yuma, AZ

Wells Fargo Branch

Reliant Investment Services

A financial advisory practice of Ameriprise Financial Services, LLC

Hampton Bourne, AAMS®, CRPC®, ADPA®

Clarksville, TN

LPL Financial Financial Institutions

Cheryl Rumbolz

Tacoma, WA

Merrill Lynch Branch

John McLaughlin

Olean, NY

Stifel Independent

Kenneth Schaefer

Center Valley, PA

Merrill Lynch Branch

Steven Papakirk

Cincinnati, OH

Wells Fargo Clearing Services Branch

Terry Smallwood, CRPC®

Lexington, KY

Wells Fargo Independent

Jeffrey Sarkin

Boca Raton, FL

UBS Independent

Simon Wheeldon

Tampa, FL

UBS Branch

Gregory Harrison, MBA

El Dorado, AR

Edward Jones Independent

Karen Vibe, CFP®, CRPS®

Reno, NV

Morgan Stanley Branch

Barry Krisko

Elizabethtown, PA

Wells Fargo Independent

Kellie Jacques

Boston, MA

Wells Fargo Branch

Robert Arthur Bonwell Jr

Charleston, WV

Wells Fargo Clearing Services Branch

Marty Mitchell, CRPC®

High Point, NC

LPL Financial Branch

Robert Arthur Bonwell Sr

Charleston, WV

Wells Fargo Clearing Services Branch

Eric Prall

Temple, TX

Morgan Stanley Branch

Scott Mastocciolo

Westport, CT

Wells Fargo Clearing Services Branch

Allen Baker

Houston, TX

RBC Branch

Barbaro, DeMartino & Tucker Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Gregory Patrick Barbaro, CRPC®
  • Lou DeMartino
  • James Tucker, CFP®

Red Bank, NJ

Merrill Lynch Branch

Thomas Kennedy

Fort Worth, TX

Merrill Lynch Branch

Douglas Sehres

San Antonio, TX

Securian Branch

Joseph Vicari

Mineola, NY

Morgan Stanley Independent

Lawrence Crouse

Fort Myers, FL

Merrill Lynch Branch

Braden Johnson

Seattle, WA

J.P. Morgan Branch

Ryan Faris

Grand Blanc, MI

Merrill Lynch Branch

Brent Smith, CRPS®

Orlando, FL

Morgan Stanley Branch

Daniel Adams, CRPS®

Portland, OR

Merrill Lynch Branch

Alan Willenbrock, CFA

Tucson, AZ

Morgan Stanley Branch

Marguerite Danaher

Lindenhurst, NY

LPL Financial Independent

Russell Doyle

Irvine, CA

Wells Fargo Branch

Jules Freeman

Scottsdale, AZ

UBS Branch

Helen Von Dolteren Fournier, JD, CFP®

Winterpark, FL

Raymond James Independent

Matthew True

Westport, CT

Wells Fargo Clearing Services Branch

Heritage Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Jeffrey Hemsath

Burlington, KY

PNC Investments Financial Institutions

Samuel Bartoletta

Boca Raton, FL

Morgan Stanley Branch

Barry Dershaw

Boca Raton, FL

Morgan Stanley Branch

Steve Livlanich

The Woodlands, TX

Morgan Stanley Branch

Centennial Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Jeff Bank

Coral Springs, FL

Morgan Stanley Financial Institutions

Edmund Iannelli

Saddle Brook, NJ

Morgan Stanley Branch

Matthew Missimer, CFP®, CLU®, ChFC®, CASL®

Conshohocken, PA

Northwestern Mutual Branch

Lee Bosko, ChFC®, CLU®, CASL®

Holland, MI

Edward Jones Independent

Richard Hagerty

Red Bank, NJ

UBS Branch

Joseph Ullrich

Deerfield, IL

Wells Fargo Branch

Jared Strasser

Boca Raton, FL

Morgan Stanley Branch

Max DiSesa, CFP®, AAMS®

Poughkeepsie, NY

Not Affiliated Independent

Sherrie Ingham, ChFC®

Troy, MI

Concorde Investment Services Independent

Scott Tippins, CRPC®

Raleigh, NC

Wells Fargo Clearing Services Branch

Edward Campbell, CRPS®

Clayton, MO

Morgan Stanley Branch

Igor Feldman

Boca Raton, FL

Morgan Stanley Branch

Jeff Santos, CRPC®

Reno, NV

Merrill Lynch Branch

Larry Margolin

Boca Raton, FL

Oppenheimer Branch

Tyler Clark

Dayton, OH

Morgan Stanley Branch

Independent Investment Group

A financial advisory practice of Ameriprise Financial Services, LLC

Teresa Turner

Florence, AL

BBVA Securitie Financial Institutions

Patty Perry, CFP®

Westport, CT

Morgan Stanley Branch

Chelsea Alexander

Fort Worth, TX

Merrill Lynch Branch

John Stearns, CRC®

Corpus Christi, TX

Summit Brokerage Services Independent

Cherie Jones, CFP®

Garden Grove, CA

Royal Alliance Independent

Michael Bucci

Greenwich, CT

MML Investors Svcs Branch

Veronica McLeod, MBA, CPA

Palm Beach Gardens, FL

Wells Fargo Branch

Norman Mejia

Boca Raton, FL

Morgan Stanley Branch

Peter Goletz, MBA

New Haven, CT

Oppenheimer Branch

Travis William Terry, CPA

Salem, NH

H.D. Vest Independent

John Wilson

Tucson, AZ

Edward Jones Branch

Patrick O'Brien, CRPC®

Putnam, CT

Voya Independent

Keith Latimer

Milltown, NJ

The Investment Center Independent

Mohsen Babaeian

Woodland Hills, CA

Bankers Life Securities, Inc Branch

Rick Koff, MS, CFP®, ChFC®

Calabasas, CA

MML Investors Svcs Independent
1 Company data as of April 2020

Let's Talk

Call us confidentially at

866.806.9984

OR

Contact a recruiting director near you

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