Ameriprise has continued to attract experienced, productive advisors, with approximately 1,700 joining the firm in the last 5 years1 – what are you waiting for?
| Advisor Name and Location | Former firm | Channel |
|---|---|---|
|
Penn Wealth Planning A financial advisory practice of Ameriprise Financial Services, LLC
New Hope, PA |
LPL | Independent |
|
Springs Wealth Group A private wealth advisory practice of Ameriprise Financial Services, LLC
Colorado Springs, CO |
SFP Associates | Financial Institutions |
|
Brian Suher Portland, OR |
RBC Capital Markets | Branch |
|
Chad Villagomez Wayzata, MN |
Wells Fargo | Branch |
|
Christine Painley Gustafson Phoenix, AZ |
UBS | Branch |
|
SB Capital Management A financial advisory practice of Ameriprise Financial Services, LLC
Cedar Rapids, IA |
Royal Alliance Associates | Independent |
|
Paul Holt Winter Park, NY |
Raymond James | Branch |
|
Ed Gordon Deerfield, IL |
Wells Fargo | Branch |
|
Norm Lemus, CRPC®, CEPA®, CPWA® Phoenix, AZ |
UBS | Branch |
|
Mazuma Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Overland Park, KS and Kansas City, MO |
CUNA Brokerage Services | Financial Institutions |
|
John Lentini Scottsdale, AZ |
Wells Fargo | Independent |
|
Michael Tison Harrisburg, IL |
Wells Fargo | Independent |
|
Jeff Hollis Alpharetta, GA |
Morgan Stanley | Branch |
|
John Wilson Jacksonville, FL |
Wells Fargo | Branch |
|
Southern Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Arnold and St. Louis, MO |
Money Concepts Capital Corp | Financial Institutions |
|
Ireen Sommer Wayzata, MN |
Wells Fargo | Branch |
|
Karin B Holder, AAMS® Johnston, IA |
Edward Jones | Independent |
|
Mark Lott Sandy, UT |
MHL | Independent |
|
Edward George Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Chandler, AZ |
First Financial | Independent |
|
Tim Van Dyken Mt Vernon, WA |
Edward Jones | Independent |
|
Boris Niko, MBA Feasterville, PA |
Wells Fargo | Independent |
|
Gilbert R Toth Novi, MI |
Cambridge | Independent |
|
Shell Wealth Services A financial advisory practice of Ameriprise Financial Services, LLC
Pasadena and Spring, TX |
CUNA Brokerage Services | Financial Institutions |
|
Stephen Smith Jr Baton Rouge, LA |
J.P. Morgan Securities | Branch |
|
Mike Abney Oxford, AL |
PNC | Independent |
|
Stephen Zahka, CFP®, CRPC® Westborough, MA |
Wells Fargo | Branch |
|
Kieran Doherty New Haven, CT |
Snowden Account Services | Branch |
|
Jocelyn Reitzel Sullivan San Francisco, CA |
Merrill Lynch | Branch |
|
Bill McDonald, CFP® Charlotte, NC |
Kestra | Branch |
|
Matt Obradovich North Canton, OH |
LPL | Independent |
|
Glenn Arnold, MBA, CFP®, CRPS® Uxbridge, MA |
Triad Advisors | Independent |
|
Chris Stone, CFP®, CRPC® Klamath Falls, OR |
Edward Jones | Independent |
|
Zack Napier, MBA Sandy Springs, GA |
Equitable Advisors | Independent |
|
Eddie Eskandarian Greenwich, CT |
Berthel, Fisher & Company | Branch |
|
Joe Clift Cincinnati, OH |
Wells Fargo | Branch |
|
Steve A Essington Albuquerque, NM |
BancWest Investment Services | Independent |
|
Sharon Hyer Omaha, NE |
Raymond James | Branch |
|
Joe Woodruff, CRPC® Knoxville, TN |
Wells Fargo | Independent |
|
Rob Taggart Vienna, VA |
Wells Fargo | Branch |
|
Gregory Adams Las Vegas, NV |
Edward Jones | Branch |
|
Tom Wendt, CFP®, AAMS® Oakbrook Terrace, IL |
Edward Jones | Independent |
|
Douglas Elliott Chicago, IL |
Morgan Stanley | Independent |
|
Kevin M Stuart Huntsville, AL |
LPL | Independent |
|
Mark J Gregory Wichita Falls, TX |
Cetera | Independent |
|
RBFCU Investments Group A financial advisory practice of Ameriprise Financial Services, LLC
Live Oak, TX |
Wells Fargo | Financial Institutions |
|
John DeMeo, MBA Naples, FL |
Edward Jones | Independent |
|
Brenda Heath Wilson, NC |
Wells Fargo | Independent |
|
Stephanie Oiler Bangor, ME |
Edward Jones | Independent |
|
Louis E Taylor Edina, MN |
Wells Fargo | Independent |
|
Ronald Lynch Florham Park, NJ |
Stifel | Branch |
|
Ryan Myers Westlake, OH |
Wells Fargo | Branch |
|
Joe Sadowski Indianapolis, IN |
Wells Fargo | Independent |
|
Saket Sengar, CFP® Bellevue, WA |
UBS | Branch |
|
Michael Farmer Southlake, TX |
Wells Fargo | Branch |
|
Joseph Leone New York, NY |
Wells Fargo | Independent |
|
Julie Nootbaar Independence, OH |
Citizens Securities | Independent |
|
Dan Petersen Rochester, MN |
Commonwealth | Independent |
|
Dan Grabowski Jr Fort Myers, FL |
Wells Fargo | Branch |
|
Rick Dyson Independence, OH |
PNC Investments | Independent |
|
Mike Cullinane McPherson, KS |
Cetera | Independent |
|
Ryan Knoll Sewickley, PA |
PNC Investments | Independent |
|
Renata Garbowski, APMA® Bend, OR |
Edward Jones | Independent |
|
1879 Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC
Goshen, NY, Saddle Brook, NJ, White Plains, NY, |
Bruderman Brothers | Independent |
|
RBFCU Investments Group A financial advisory practice of Ameriprise Financial Services, LLC
Live Oak, TX |
CUNA Brokerage Services | Financial Institutions |
|
North Island Credit Union Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
El Cajon, CA, Chula Vista, CA, Imperial Beach, CA, San Diego, CA |
CUSO Financial Services | Financial Institutions |
|
Third Coast Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Georgetown, TX |
BBVA Securities | Financial Institutions |
|
The Armieri Group A financial advisory practice of Ameriprise Financial Services, LLC
Mitchel Field, NY |
Morgan Stanley | Branch |
|
Lawrence Teichman, CFP® Chesterland, OH |
LPL Financial | Independent |
|
Third Coast Advisors A financial advisory practice of Ameriprise Financial Services, LLC Jeanette Allan Houston, TX |
Wells Fargo | Financial Institutions |
|
Christensen Wealth Advisory Group A financial advisory practice of Ameriprise Financial Services, LLC
Edina, MN |
Wells Fargo | Branch |
|
Kimberly Latimer, CFP® Houston, TX |
Merrill Lynch | Branch |
|
Geoff White Seattle, WA |
UBS | Branch |
|
Integrity Financial A financial advisory practice of Ameriprise Financial Services, LLC
Independence, OH |
Next Financial Group | Independent |
|
California Credit Union Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
North Hills, CA, Inglewood, CA, Pasadena, CA, Los Angeles, CA |
CUSO Financial Services | Financial Institutions |
|
Moss, Campbell & Associates A financial advisory practice of Ameriprise Financial Services, LLC
Houston, TX |
Merrill Lynch | Branch |
|
Blumark Financial Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Troy, MI |
Royal Alliance | Independent |
|
Crosstown Financial Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Sugar Grove, IL |
Waddell & Reed | Independent |
|
Old Bridge Private Wealth A financial advisory practice of Ameriprise Financial Services, LLC
Great Neck, NY |
Merrill Lynch | Financial Institutions |
|
Derek Mears, MBA, CFP®, CIMA®, CKA® Daytona Beach, FL |
Morgan Stanley | Branch |
|
Don Brough Dublin, OH |
Wells Fargo | Branch |
|
The Albanese/Kennedy Bruce Group A financial advisory practice of Ameriprise Financial Services, LLC
Middleton, MA |
Morgan Stanley | Branch |
|
Mitchell Rock New York, NY |
Wells Fargo | Branch |
|
Ameriprise Financial Institutions Group A financial advisory practice of Ameriprise Financial Services, LLC David Melnyk Longwood, FL |
Asset Advisors of America | Financial Institutions |
|
Tranquil Lakes Investment Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Madison, WI |
Waddell & Reed | Independent |
|
Christopher Thompson, CFP® Jacksonville, FL |
Wells Fargo | Branch |
|
Rany Janover Boca Raton, FL |
Wells Fargo | Branch |
|
JC Wealth Management Group A financial advisory practice of Ameriprise Financial Services, LLC
Lancaster, OH |
Voya Financial Advisors | Independent |
|
Southern Indiana Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Jasper, IN |
Raymond James | Independent |
|
Vincent Gianatasio Scarsdale, NY |
Cadaret, Grant & Co | Independent |
|
Steven Potter Charleston, SC |
Morgan Stanley | Branch |
|
Ryan Thompson, MBA, CFP® Shreveport, LA |
Morgan Stanley | Independent |
|
Dodie Gildea Peoria, AZ |
Edward Jones | Independent |
|
Benjamin Huff, AAMS® Cedar City, UT |
Edward Jones | Independent |
|
Katie Millar Joliet, IL |
Wells Fargo | Independent |
|
Third Coast Advisors A financial advisory practice of Ameriprise Financial Services, LLC John Bunch Kingwood, TX |
J.P. Morgan | Financial Institutions |
|
Stephen Messerly Lancaster, OH |
Stifel | Independent |
|
Lee Turmail Boca Raton, FL |
Wells Fargo | Branch |
|
Chris McCulloch, CFP® Tacoma, WA |
First Command Financial Planning | Independent |
|
Jean Lucas Melville, NY |
Wells Fargo | Branch |
|
Jason Williams Richmond, VA |
BB&T Securities | Independent |
|
North Island Credit Union Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Kevin Witowich San Diego, CA |
BBVA Securities | Financial Institutions |
|
Jesse Miles Boca Raton, FL |
Wells Fargo | Branch |
|
Mark Abadir Red Bank, NJ |
Merrill Lynch | Branch |
|
James Glover, CFP®, AAMS® Casper, WY |
Edward Jones | Independent |
|
Chad Nyitray, ChFC®, CLU® Ann Arbor, MI |
AXA Advisors | Independent |
|
Gregory Miseyko Boca Raton, FL |
Merrill Lynch | Branch |
|
John Cech Carmel, IN |
Wells Fargo | Branch |
|
Mark McDonald Carmel, IN |
Wells Fargo | Branch |
|
Daniel Dichter New York, NY |
UBS | Branch |
|
Anthony Smith Richmond, VA |
Wells Fargo | Branch |
|
Covenant Wealth A financial advisory practice of Ameriprise Financial Services, LLC
Frankfort, IL |
LaSalle St. Securities | Independent |
|
Bill Swisher Dallas, TX |
Morgan Stanley | Branch |
|
Cheryl Dyer, CFP® Medford, OR |
Cetera | Independent |
|
Barry McCarthy Blue Bell, PA |
Wells Fargo | Independent |
|
Steven Nease Reno, NV |
Edward Jones | Branch |
|
Stephen Coleman, CFP® Raleigh, NC |
Wells Fargo | Branch |
|
Richard Carman, CFP® Memphis, TN |
LPL Financial | Independent |
|
Herb Hollender Middleton, MA |
UBS | Branch |
|
David Poole, AAMS® Davenport, IA |
Wells Fargo | Independent |
|
Michelle Harf-Grim, CRPC® Hunt Valley, MD |
Wells Fargo | Branch |
|
Fred Miller Fairhope, AL |
BBVA Securities | Financial Institutions |
|
Travis Knapp Austin, TX |
Morgan Stanley | Branch |
|
Alan Goldfarb Oklahoma City, OK |
Hilltop Securities | Independent |
|
Michael McTigue Portland, ME |
Wells Fargo | Branch |
|
Bob Busby, CFP® Atlanta, GA |
Wells Fargo | Branch |
|
Robert Lenz Scottsdale, AZ |
Morgan Stanley | Branch |
|
Jana Reddick Henderson, NV |
Morgan Stanley | Branch |
|
Paul Ippolito New Orleans, LA |
Wells Fargo | Branch |
|
Steve Judy The Woodlands, TX |
Wells Fargo | Branch |
|
Lionheart Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Jersey City, NJ |
AXA Advisors | Independent |
|
Idaho Central Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Chris Morin Coeur D Alene, ID |
LPL Financial | Financial Institutions |
|
Brandon Harris Reno, NV |
Stifel | Branch |
|
Robert Kay, CFP®, CRPC® Westlake Village, CA |
Merrill Lynch | Branch |
|
Thomas Madden Osterville, MA |
Stifel | Branch |
|
North Island Credit Union Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Stephen Geribo La Mesa, CA |
Independent Financial Group | Financial Institutions |
|
Robert Gutner Palm Beach Gardens, FL |
Wells Fargo | Branch |
|
Frank Gordon Jr Red Bank, NJ |
MML Investors Svcs | Branch |
|
David Fishman Los Angeles, CA |
Wells Fargo | Branch |
|
Luis A Rivera Greensboro, NC |
Wells Fargo | Independent |
|
Doug Bowers Vienna, VA |
Spire Securities | Branch |
|
Mark Rizzo, CFP® Mansfield, MA |
Lincoln Investment | Independent |
|
Reid Evans, CFP®, AAMS® Des Moines, IA |
Raymond James | Independent |
|
Suzan Ross Maysville, KY |
Cetera | Independent |
|
Marc Gendell Atlanta, GA |
UBS | Branch |
|
Ken Schimpf III Brookfield, WI |
Wells Fargo | Branch |
|
Carolyn Smith-Logiudice Hauppage, NY |
HSBC Securities | Independent |
|
Jacob Mckelvey, CFP®, AWMA®, CRPC® Duluth, GA |
Wells Fargo | Branch |
|
Rebecca Junker Richmond, TX |
1st Global | Independent |
|
Corey Schepper Keego Harbor, MI |
First Allied Securities | Independent |
|
Lawrence Sienkiewicz Hauppage, NY |
HSBC Securities | Independent |
|
Chris Housley Mesa, AZ |
Wells Fargo | Branch |
|
Jeff Reis Miamisburg, OH |
Raymond James | Branch |
|
Rob Reinike Flowood, MS |
Raymond James | Independent |
|
Anson Trent Harris Bethesda, MD |
Merrill Lynch | Branch |
|
Nicholas Cerullo Raleigh, NC |
Merrill Lynch | Branch |
|
Claire Soja Boston, MA |
Winslow, Evans & Crocker | Branch |
|
Mike Powell, CFP®, CLU® Pleasanton, CA |
LPL Financial | Independent |
|
Jeffrey Smith Farmington Hills, MI |
Wells Fargo | Branch |
|
Gary Lutwen Irvine, CA |
Wells Fargo | Branch |
|
Grant Odelberg Grand Junction, CO |
Wells Fargo | Independent |
|
Richard Manankil Lakewood Ranch, FL |
Wells Fargo | Independent |
|
Centennial Financial Services A financial advisory practice of Ameriprise Financial Services, LLC Chris Andrews Fort Myers, FL |
Wells Fargo | Financial Institutions |
|
Kevin Tefft, MBA Tacoma, WA |
Wells Fargo | Branch |
|
Michael Duane Rott, ChFC® Hiawatha, IA |
Securian | Independent |
|
Le Keough, CFP®, CFA®, CPA Austin, TX |
Raymond James | Branch |
|
Qualified Advisory Group A financial advisory practice of Ameriprise Financial Services, LLC Frank Babashak, CFP®, AIF® Bethlehem, PA |
LPL Financial | Financial Institutions |
|
Claire Fitz, CFP®, CDFA® Hauppauge, NY |
UBS | Independent |
|
Javier Cabral Greenwich, Ct |
David Lerner Associates | Branch |
|
Roland Cook Flagstaff, AZ |
J.P. Morgan | Independent |
|
Paul J. Wolf, MS, CFP®, CLU®, ChFC®, MPASSM York, ME |
LPL Financial | Independent |
|
Paul Ewing Melbourne, FL |
Morgan Stanley | Branch |
|
Robert Lloyd York, PA |
Morgan Stanley | Independent |
|
Ned Deane Plymouth, MA |
Winslow, Evans & Crocker | Independent |
|
Donnie Golson Atlanta, GA |
Wells Fargo | Branch |
|
Florin Bucutea Boca Raton, FL |
Wells Fargo | Independent |
|
James Donahue Hurst, TX |
Goldman Sachs | Independent |
|
Ryan Burke Woodland Hills, CA |
J.P. Morgan | Independent |
|
Wyatt Holtz Grand Forks, ND |
Edward Jones | Independent |
|
J Carrell Arlington, TX |
Morgan Stanley | Independent |
|
Sung Moo Cho Hauppage, NY |
Joseph Stone Capital | Independent |
|
Lynn Van Moppes Seattle, WA |
Oppenheimer | Branch |
|
Marie Peele, CFP® Greenville, NC |
Wells Fargo | Independent |
|
Ameriprise Financial Institutions Group A financial advisory practice of Ameriprise Financial Services, LLC Steven Lavergne Pawtucket, RI |
CUNA Brokerage | Financial Institutions |
|
Braden Tyler Tulsa, OK |
J.P. Morgan | Independent |
|
Dane Wilson Cleveland, OH |
1st Global | Independent |
|
Jason Ice, CFP® Cleveland, OH |
1st Global | Independent |
|
John Beninato, CDFA® Red Bank, NJ |
MML Investors Svcs | Branch |
|
Steven Dahlquist Sarasota, FL |
Securities America | Branch |
|
Robert Richard Munoz, MBA, CFP®, CRPC®, CPA Mesa, AZ |
Merrill Lynch | Branch |
|
Nick Ives Savannah, GA |
Edward Jones | Independent |
|
Scott Fortney, AIF® Colorado Springs, CO |
Cambridge Investment Research | Independent |
|
Michael Rinaldo, CFP®, CDFA®, CRPS® Florham Park, NJ |
UBS | Independent |
|
Robert Dunkley Osterville, MA |
Merrill Lynch | Branch |
|
Kirk Miller Mount Pleasant, SC |
RBC | Independent |
|
Michael Perry Bangor, ME |
Key Investment Services | Independent |
|
Matthew Catron, CRPC® Houston, TX |
Merrill Lynch | Branch |
|
Michael Ford, MBA, AAMS® Tuscaloosa, AL |
Raymond James | Independent |
|
Monnarae Fraim Wilmington, DE |
Next Financial Group | Independent |
|
William Meloy, MBA, MST Merrillville, IN |
ProEquities | Independent |
|
Bryan Ludwig, CFP®, CRPC® Roseville, CA |
Wells Fargo | Branch |
|
Evan L. Wolk, APMA®, CRPC® Boca Raton, FL |
KMS Financial Services | Independent |
|
Vicky Robinson Carroll, IA |
Avantax Investment Services | Independent |
|
Charlie Salerno Bellevue, WA |
Royal Alliance | Independent |
|
Clay Horan Senatobia, MS |
Raymond James | Independent |
|
Michael Teahan Palm Beach Gardens, FL |
Wells Fargo | Branch |
|
Jessica Maureen Champion East Syracuse, NY |
Independent Financial Group | Independent |
|
Bob McQuerry Wichita Falls, TX |
Raymond James | Independent |
|
Idaho Central Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Jennifer Foster Meridian, ID |
U.S. Bancorp | Financial Institutions |
|
Jordan Alborn, CFP® Waterloo, IA |
FSB Premier Wealth Management, Inc. (15898) | Independent |
|
Tresa Leftenant, CFP® Bellevue, WA |
LPL Financial | Independent |
|
Paolo Maressa Yamamoto, CRPS® Las Vegas, NV |
Morgan Stanley | Branch |
|
Kevin Ragon, CRPS®, CRPC®, AAMS® Phoenix, AZ |
Wells Fargo | Branch |