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 |
|---|---|---|
|
Michael Massie Vienna, VA |
UBS | Branch |
|
Voyage Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC
Lisle, IL |
LPL Financial | Independent |
|
Multi Generation Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Boca Raton, FL, New York, NY, Florham Park, NJ |
Wells Fargo | Branch |
|
The Falldin-Mattson Group A financial advisory practice of Ameriprise Financial Services, LLC
Edina, MN |
Morgan Stanley | Branch |
|
Joseph Yapaola, CFP® Redwood Shores, CA |
Wells Fargo | Branch |
|
Robert Bacino, CLU®, ChFC®, RICP® Bedminster, NJ |
Purshe Kaplan Sterling | Branch |
|
Carolinas Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Seneca, SC, Myrtle Beach, SC |
Voya | Independent |
|
Bryant, Humphrey Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Akron, OH |
UBS | Branch |
|
The Phelps Hamus Group A private wealth advisory practice of Ameriprise Financial Services, LLC
Middleton, WI |
Morgan Stanley | Branch |
|
The Bloomer Fedenia Group A financial advisory practice of Ameriprise Financial Services, LLC
Middleton, WI |
UBS | Branch |
|
The Guidry Retirement Group A financial advisory practice of Ameriprise Financial Services, LLC
New Orleans, LA |
Wells Fargo | Branch |
|
Paramount Financial Strategies A financial advisory practice of Ameriprise Financial Services, LLC
Waukesha, WI |
AXA Advisors | Independent |
|
Integrity Financial A financial advisory practice of Ameriprise Financial Services, LLC
Independence, OH |
Next Financial Group | Independent |
|
Idaho Central Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Boise, ID |
LPL Financial | 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 |
|
Centennial Financial Services, Crowley Wealth A financial advisory practice of Ameriprise Financial Services, LLC
Panama City, FL |
Raymond James | Financial Institutions |
|
Mario Lopez, CFP®, AAMS® Dallas, TX |
Edward Jones | Branch |
|
Derek Mears, MBA, CFP®, CIMA®, CKA® Daytona Beach, FL |
Morgan Stanley | Branch |
|
Don Brough Dublin, OH |
Wells Fargo | Branch |
|
Lawrence Beshel Florham Park, NJ |
Wells Fargo | Independent |
|
Mitchell Rock New York, NY |
Wells Fargo | Branch |
|
Jeffery Malcolm Davis Plano, TX |
Morgan Stanley | Branch |
|
Ameriprise Financial Institutions Group A financial advisory practice of Ameriprise Financial Services, LLC David Melnyk Longwood, FL |
Asset Advisors of America | Financial Institutions |
|
West Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Travelers Rest, SC |
Raymond James | Independent |
|
Steward Concepts A financial advisory practice of Ameriprise Financial Services, LLC
Rock Hill, SC |
LPL Financial | Financial Institutions |
|
Tranquil Lakes Investment Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Madison, WI |
Waddell & Reed | Independent |
|
Northwest Financial Solutions A financial advisory practice of Ameriprise Financial Services, LLC
Vancouver, WA |
Madison Avenue Securities | Branch |
|
Rodman, Grill & Associates A financial advisory practice of Ameriprise Financial Services, LLC
Conshohocken, PA |
Morgan Stanley | Branch |
|
Ross Perkins Carmel, IN |
UBS | Branch |
|
Southern Indiana Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Jasper, IN |
Raymond James | Independent |
|
Steven Potter Charleston, SC |
Morgan Stanley | Branch |
|
Willson Financial A financial advisory practice of Ameriprise Financial Services, LLC
Ogden, UT |
UBS | Independent |
|
S&T Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Jennifer Calabro Exton, PA |
Cetera | Financial Institutions |
|
Reynolds & Reynolds Group A financial advisory practice of Ameriprise Financial Services, LLC
Fort Worth, TX |
RBC | Branch |
|
Robert Reuben New York, NY |
Morgan Stanley | Branch |
|
Gerald Di Chiara, MBA New York, NY |
Merrill Lynch | Branch |
|
Lev Davis Jr Damariscotta, ME |
Wells Fargo | Independent |
|
Chris McCulloch, CFP® Tacoma, WA |
First Command Financial Planning | Independent |
|
Jean Lucas Melville, NY |
Wells Fargo | Branch |
|
Martin & Browning Financial Advisors A financial advisory practice of Ameriprise Financial Services, LLC
Fort Kent, ME |
Key Investment Services | Independent |
|
Ashley Gagner Fargo, ND |
Wells Fargo | Independent |
|
Randall Sutton, CFP® Houston, TX |
Morgan Stanley | Branch |
|
James Glover, CFP®, AAMS® Casper, WY |
Edward Jones | Independent |
|
Lisa LaMarche, CFP®, CPA Wilmington, DE |
LPL Financial | Branch |
|
Reliant Investment Services A financial advisory practice of Ameriprise Financial Services, LLC Hampton Bourne, AAMS®, CRPC®, ADPA® Clarksville, TN |
LPL Financial | Financial Institutions |
|
Chad Nyitray, ChFC®, CLU® Ann Arbor, MI |
AXA Advisors | Independent |
|
Alexis Lenssen, CFP® Daytona Beach, FL |
Raymond James | 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 |
|
Cheryl Dyer, CFP® Medford, OR |
Cetera | Independent |
|
The Schneider Group A financial advisory practice of Ameriprise Financial Services, LLC
Farmington Hills, MI |
Wells Fargo | Branch |
|
Kevin Osterberger Boca Raton, FL |
UBS | Independent |
|
Stephen Coleman, CFP® Raleigh, NC |
Wells Fargo | Branch |
|
Herb Hollender Middleton, MA |
UBS | Branch |
|
Simon Wheeldon Tampa, FL |
UBS | Branch |
|
Paul Saitta Greenwich, CT |
Neuberger Berman | Branch |
|
Southern Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Domenico Mastropierro Cape Girardeau, MO |
Cetera | Financial Institutions |
|
Todd Harris Mesa, AZ |
Country Capital Management | Branch |
|
Gary Finnegan Palm Beach Gardens, FL |
Wells Fargo | Branch |
|
Kellie Jacques Boston, MA |
Wells Fargo | Branch |
|
Marty Mitchell, CRPC® High Point, NC |
LPL Financial | Branch |
|
Refik Agri Owings Mills, MD |
LPL Financial | Independent |
|
Jana Reddick Henderson, NV |
Morgan Stanley | Branch |
|
Ryan Riley Lansing, MI |
J.P. Morgan | 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 |
|
Brian Kenneth McVay Saint Clairsville, OH |
Wells Fargo | Independent |
|
Kevin Scott Fairfield, NJ |
Wells Fargo | Independent |
|
James Patrick Kirwan San Jose, CA |
Wells Fargo | Branch |
|
Divisha Kapur, ChFC® Bingham Farms, MI |
Hantz Financial | Independent |
|
Lawrence Panzeri Burlington, MA |
Securities America | Independent |
|
Oak Bridge Financial A financial advisory practice of Ameriprise Financial Services, LLC
Houston, TX |
NYLIFE Securities | Independent |
|
Peter Heidt Boca Raton, FL |
Morgan Stanley | Branch |
|
Anthony Ghiglieri Hauppage, NY |
HSBC Securities | Independent |
|
Frank Gordon Jr Red Bank, NJ |
MML Investors Svcs | Branch |
|
Troy Malbon, AAMS® Portland, ME |
UBS | Branch |
|
David Fishman Los Angeles, CA |
Wells Fargo | Branch |
|
Eric Dupre San Antonio, TX |
Raymond James | Independent |
|
Carolyn Smith-Logiudice Hauppage, NY |
HSBC Securities | Independent |
|
Robert Gargiulo, CFP®, CLU®, CRPC®, CRPS® Lake Success, NY |
Edward Jones | Independent |
|
Heritage Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Thomas Taylor Cincinnati, OH |
PNC Investments | Financial Institutions |
|
Brian Burkhardt, CFP® Buffalo, NY |
Merrill Lynch | Independent |
|
Peter Ardolino, ChFC®, CLU® Cape Coral, FL |
Century Securities Associates | Independent |
|
Jacob Mckelvey, CFP®, AWMA®, CRPC® Duluth, GA |
Wells Fargo | Branch |
|
Rebecca Junker Richmond, TX |
1st Global | Independent |
|
Alan Ray, CFP® Columbia, MD |
Raymond James | Independent |
|
Ronald Denova, CKA®, APMA® Sandpoint, ID |
LPL Financial | Independent |
|
Lawrence Sienkiewicz Hauppage, NY |
HSBC Securities | Independent |
|
Jeff Reis Miamisburg, OH |
Raymond James | Branch |
|
Nicholas Haussman Cincinnati, OH |
Wells Fargo | Branch |
|
Rob Reinike Flowood, MS |
Raymond James | Independent |
|
Anson Trent Harris Bethesda, MD |
Merrill Lynch | Branch |
|
Bradley Miller Midvale, UT |
Wells Fargo | Branch |
|
Nicholas Cerullo Raleigh, NC |
Merrill Lynch | Branch |
|
Samuel Bartoletta Boca Raton, FL |
Morgan Stanley | Branch |
|
Jane Donnelly Rockaway Park, NY |
Edward Jones | Independent |
|
Gavin Licht, CFP® Meridian, ID |
Wells Fargo | Independent |
|
Eileen Holzman, CLTC®, ChFC®, AIF® Winchester, MA |
Royal Alliance | Independent |
|
Kevin Lydon Fort Lauderdale, FL |
Morgan Stanley | Branch |
|
Joel Jerome Anderson, MBA Pittsburgh, PA |
Wells Fargo | Independent |
|
Bryan Harasty Indianapolis, IN |
Edward Jones | 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 |
|
Walker Heagney New Haven, CT |
Cetera | Independent |
|
Ashford Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC
Reading, PA |
Next Financial Group | Independent |
|
David King, MBA Hurst, TX |
Cetera | Independent |
|
Le Keough, CFP®, CFA®, CPA Austin, TX |
Raymond James | Branch |
|
Claire Fitz, CFP®, CDFA® Hauppauge, NY |
UBS | Independent |
|
Jim Craig Atoka, TN |
LPL Financial | Independent |
|
Jeremy Carver Pensacola, FL |
Edward Jones | Independent |
|
Paul J. Wolf, MS, CFP®, CLU®, ChFC®, MPASSM York, ME |
LPL Financial | Independent |
|
Michael Barry Lindsey Canton, OH |
Merrill Lynch | Independent |
|
Paul Ewing Melbourne, FL |
Morgan Stanley | Branch |
|
Ned Deane Plymouth, MA |
Winslow, Evans & Crocker | Independent |
|
John Melo Melbourne, FL |
LPL Financial | Independent |
|
Florin Bucutea Boca Raton, FL |
Wells Fargo | Independent |
|
Trey Bruner, AAMS® Aiken, SC |
Edward Jones | Independent |
|
S&T Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Zachary Evock Dubois, PA |
PNC Investments | Financial Institutions |
|
Mark Ward Plymouth Meeting, PA |
Janney | Independent |
|
McLellan Financial Services A financial advisory practice of Ameriprise Financial Services, LLC
Rochester, MI |
Cetera | Independent |
|
Sung Moo Cho Hauppage, NY |
Joseph Stone Capital | Independent |
|
Rex Schneider, CRPC® Portland, OR |
Wells Fargo | Independent |
|
Peter Robert Giacona Henderson, NV |
J.P. Morgan | Branch |
|
Ameriprise Financial Institutions Group A financial advisory practice of Ameriprise Financial Services, LLC Steven Lavergne Pawtucket, RI |
CUNA Brokerage | Financial Institutions |
|
Paul Terrey Durham, NC |
Wells Fargo | Independent |
|
Dane Wilson Cleveland, OH |
1st Global | Independent |
|
Jason Ice, CFP® Cleveland, OH |
1st Global | Independent |
|
Clarence Marshall III Mount Laurel, NJ |
RBC | Branch |
|
Ameriprise Financial Institutions Group A financial advisory practice of Ameriprise Financial Services, LLC Eric Cutler Inge Jupiter, FL |
Asset Advisors of America | Financial Institutions |
|
John Beninato, CDFA® Red Bank, NJ |
MML Investors Svcs | Branch |
|
Krystall Sanford, CFP®, CEPA® Atlanta, GA |
UBS | Branch |
|
Jon Schuttinga Denison, IA |
Edward Jones | Independent |
|
Andy Agree Omaha, NE |
Waddell & Reed | Independent |
|
Robert Richard Munoz, MBA, CFP®, CRPC®, CPA Mesa, AZ |
Merrill Lynch | Branch |
|
Nick Ives Savannah, GA |
Edward Jones | Independent |
|
Francine Rubinstein Boca Raton, FL |
Securian | Independent |
|
Michael Rinaldo, CFP®, CDFA®, CRPS® Florham Park, NJ |
UBS | Independent |
|
Centennial Financial Services A financial advisory practice of Ameriprise Financial Services, LLC Pedro Escobar Davie, FL |
Wells Fargo | Financial Institutions |
|
Charlie Watts, LUTCF San Antonio, TX |
MML Investors Svcs | Independent |
|
Shane Hackney Plano, TX |
UBS | Branch |
|
Justin Myers, AAMS® Liverpool, NY |
Edward Jones | Independent |
|
Kirk Miller Mount Pleasant, SC |
RBC | Independent |
|
Mark Cinotti Paramus, NJ |
Wells Fargo | Independent |
|
Anthony Giordano Red Bank, NJ |
LPL Financial | Independent |
|
Carrie Jo Exley, APMA® Rochester, MN |
Wells Fargo | Independent |
|
William Meloy, MBA, MST Merrillville, IN |
ProEquities | Independent |
|
Nathan Salhus Grants Pass, OR |
LPL Financial | Independent |
|
Bob Heisterberg Atlanta, GA |
Stifel | Independent |
|
Michael Menefee, AWMA® Hurst, TX |
Wedbush Securities | Independent |
|
Joshua Strzelecki, CRPC® Madison, WI |
BMO Harris | Independent |
|
Greg Silva, CRC®, CFA Middletown, RI |
LPL Financial | Independent |
|
Charlie Salerno Bellevue, WA |
Royal Alliance | Independent |
|
Clay Horan Senatobia, MS |
Raymond James | Independent |
|
Michael Teahan Palm Beach Gardens, FL |
Wells Fargo | Branch |
|
Christopher Ravlin Meridian, ID |
Wells Fargo | Independent |
|
Connie Russell Raleigh, NC |
Wells Fargo | Branch |
|
Bob McQuerry Wichita Falls, TX |
Raymond James | Independent |
|
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 |
|
Davis De Montluzin Palm Beach Gardens, FL |
UBS | Branch |
|
Michael Tuell, AIF® Bangor, ME |
LPL Financial | Independent |
|
Adam Mulia Bedford, NH |
HSBC Securities | Independent |
|
John Goulos Middleton, MA |
Park Avenue Securities | Branch |
|
Shelly Donovan Fort Myers, FL |
National Securities Corporation | Branch |
|
Brett Bengtson Arvada, CO |
LPL Financial | Independent |
|
Jeffrey Windes Metairie, LA |
Stifel | Independent |
|
S&T Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC Bill Hecklick Murrysville, PA |
WesBanco Securities | Financial Institutions |
|
Justin Matthew Rebman, CLU®, ChFC®, CASL®, CAP® De Pere, WI |
Northwestern Mutual | Independent |
|
Armando Merino, CFP® Poughkeepsie, NY |
AXA Advisors | Independent |
|
Anthony Fusaro Huntington, NY |
AXA Advisors | Independent |
|
Thomas Gonzalez New York, NY |
AXA Advisors | Independent |
|
Steven Kalmus, CFP®, CRPC® Dallas, TX |
USAA Financial Advisors | Independent |
|
Thomas Easow, CIMA® Huntington, NY |
AXA Advisors | Independent |