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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?

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

Cate Grinney, CFP®, ChFC®

Faribault, MN

Edward Jones Independent

Chad Villagomez

Wayzata, MN

Wells Fargo Branch

Laura Burback

Casper, WY

Edward Jones Independent

Christine Painley Gustafson

Phoenix, AZ

UBS Branch

Kim Garrison, CFP®, CIMA®, CTFA

Springfield, MO

Morgan Stanley Branch

The Coastal Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Marilyn Neckes, CIMA®, CRPS®, AAMS®
  • Kyle Zingone, AAMS®
  • Scott Zingone, CFP®, AAMS®

Palm Beach Gardens, FL

RBC Branch

Actum Wealth Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Quinton Kimball
  • Jason K Crane, JD, CFP®
  • Michael Tison
  • Paul Holt

Arlington, TX

Geneos Wealth Independent

Crane & Owen Financial Solutions

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason K Crane, JD, CFP®
  • Michael Tison

Aiken, SC

Edward Jones Independent

Paul Holt

Winter Park, NY

Raymond James Branch

The Spafford Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jonathan K Spafford
  • Sean Spafford

Carmel, IN

Morgan Stanley Branch

Andrew Michnovicz

La Cruces, NM

Wells Fargo Independent

Norm Lemus, CRPC®, CEPA®, CPWA®

Phoenix, AZ

UBS Branch

VACU Investment Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • James Collins
  • Elnetta J Burke
  • Karl Tweardy

Midlothian, VA

CUNA Financial Institutions

Elizabeth Vick Bruno, CFP®

Boca Raton, FL

Morgan Stanley Branch

Steven Abramowicz

Mill Creek, WA

UBS Independent

Mark Lott

Sandy, UT

MHL Independent

Edward George Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Edward George, MBA
  • Greg Eastman

Chandler, AZ

First Financial Independent

Tim Van Dyken

Mt Vernon, WA

Edward Jones Independent

Gilbert R Toth

Novi, MI

Cambridge Independent

Dante Liberti, CFP®

Saddle Brook, NJ

Wells Fargo Branch

Erin Waller

Charlotte, NC

J.P. Morgan Branch

Mike Abney

Oxford, AL

PNC Independent

Stephen Zahka, CFP®, CRPC®

Westborough, MA

Wells Fargo Branch

Marcial Vargas

Redwood Shores, CA

Wells Fargo Branch

Shawn Whatley, CRPC®

Seattle, WA

LPL Branch

David Tan

San Francisco, CA

J.P. Morgan Branch

Shayla Palmer

Reno, NV

Morgan Stanley Independent

John P Reger

Bedford, NH

Citizens Securities Independent

Shell Wealth Services

A financial advisory practice of Ameriprise Financial Services, LLC

Lance Allen

Deer Park, TX

Cetera Financial Institutions

Glenn Arnold, MBA, CFP®, CRPS®

Uxbridge, MA

Triad Advisors Independent

Martin Robbins

Norwell, MA

Wells Fargo Independent

Chris Stone, CFP®, CRPC®

Klamath Falls, OR

Edward Jones Independent

Phil Hemphill

Westerville, OH

Edward Jones Independent

Joe Clift

Cincinnati, OH

Wells Fargo Branch

Jason T Wendt, AIF®, APMA®

Chicago, IL

E*TRADE Independent

Greg McCoy

Dallas, TX

Wells Fargo Branch

Darren P Summers

Clayton, MO

Principal Branch

Mark Tillman

North Platte, NE

Raymond James Independent

Joe Woodruff, CRPC®

Knoxville, TN

Wells Fargo Independent

Jamie Ince Santikham

Sacramento, CA

Wells Fargo Independent

Tom Wendt, CFP®, AAMS®

Oakbrook Terrace, IL

Edward Jones Independent

Kevin M Stuart

Huntsville, AL

LPL Independent

RBFCU Investments Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • David E Kunold
  • Douglas J Bock, AAMS®

Live Oak, TX

Wells Fargo Financial Institutions

John DeMeo, MBA

Naples, FL

Edward Jones Independent

Joshua Ryan Branham

Lexington, KY

Merrill Lynch Independent

Katy R Vogler, CFP®, RICP®

Marquette, MI

LPL Independent

Saket Sengar, CFP®

Bellevue, WA

UBS Branch

Michael Klonsky, CFP®

Boston, MA

Commonwealth Branch

Stephen Kugisaki

Honolulu, HI

Edward Jones Independent

Dan Morehouse

Omaha, NE

Edward Jones Independent

Joseph Leone

New York, NY

Wells Fargo Independent

Dan Petersen

Rochester, MN

Commonwealth Independent

Dan Grabowski Jr

Fort Myers, FL

Wells Fargo Branch

Sylvia Yan

San Dimas, CA

Edward Jones Independent

Mike Cullinane

McPherson, KS

Cetera Independent

Carlos De Leon

Springfield, MA

LPL Branch
1 Source: 2020 Annual Report 10-K

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Call us confidentially at

866.806.9984

OR

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