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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?

Advisor Name and Location Former firm Channel

Penn Wealth Planning

A financial advisory practice of Ameriprise Financial Services, LLC

  • Lisa Anne Policare, MBA
  • Gerald Donald Barlow, CPA
  • Christopher John Kelly, CFP®, CPA, APMA®
  • Frank Robert Policare
  • Patrick Andrew Trauger, CFP®

New Hope, PA

LPL Independent

Springs Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Bob Book
  • Bryan Ladrow
  • Timothy Mason

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

  • Chad Sarsfield
  • Austin Banks
  • Marc Banks, AIF®

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

  • Kyle L Moore
  • Bill Sherman, CLU®, ChFC®

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

  • Ben Hoeft, ChFC®, CLU®
  • Megan Siracusa

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

  • Edward George, MBA
  • Greg Eastman

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

  • Alicia K Ellis
  • Charles Sanders III

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

  • David E Kunold
  • Douglas J Bock, AAMS®

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

  • Michael Collins, CFP®
  • Thomas Cortese
  • Bryan Covert
  • Peter Dedel
  • James Loehle
  • Nicholas Loehle
  • Richard Kersting
  • Tyler Palumbo, CFP®
  • Bette Ellen Weiss

Goshen, NY, Saddle Brook, NJ, White Plains, NY,

Bruderman Brothers Independent

RBFCU Investments Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Deric Eldridge
  • Joshua Goodridge, CRPC®
  • James Herring
  • Trisha Horn
  • Karen Reinertson, CRPC®
  • John Rodriguez, CRPC®
  • Shelly Rolf, CRPC®
  • Jake Sampson
  • Eric Sheppard
  • David Stanley, CRPC®
  • Danielle Thompkins
  • Katya Thompson-Cantu, CRPC®
  • Jeff Woodcock, CFP®

Live Oak, TX

CUNA Brokerage Services Financial Institutions

North Island Credit Union Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Josephine Anacleto, CRPC®
  • Carlo Boton, CFP®
  • Manuel Horner
  • Kevin Meyer, AIF®
  • Thomas Stout
  • Paul VandenBrook

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

  • Michael Loerch
  • John Boles

Georgetown, TX

BBVA Securities Financial Institutions

The Armieri Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Robert Armieri
  • Eugene Armieri

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

  • Jeremy Christensen
  • Bruce Olson
  • Tony Tsakakis

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

  • Bob Ross
  • Matt Caton
  • Terry Hagedorn

Independence, OH

Next Financial Group Independent

California Credit Union Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Sean Coumans
  • Mike Greene
  • Humberto Jimenez
  • Young Kim

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

  • David Moss
  • Jay Campbell, APMA®

Houston, TX

Merrill Lynch Branch

Blumark Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Shannon Klug, ChFC®, CLU®, RHU®, RICP®, REBC®
  • James Clark, MBA, CFP®, ChFC®
  • Antonio DeSano, CFP®, AWMA®
  • David Drysdale
  • Henry Guzzo, CFP®, ChFC®, CLU®, REBC®
  • Jeffrey Marko
  • Mikaila Olsen
  • Christopher Reid
  • Mitchell Sovis, ChFC®, CLU®

Troy, MI

Royal Alliance Independent

Crosstown Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Christopher Forbes
  • Thomas Morrissy, CFP®
  • Dave Servatius

Sugar Grove, IL

Waddell & Reed Independent

Old Bridge Private Wealth

A financial advisory practice of Ameriprise Financial Services, LLC

  • Peter Cocolaras
  • Peter Sanoulis, CRPC®

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

  • Jim Albanese
  • Linda Bruce

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

  • Jason Hatch, AWMA®
  • Braden Pederson
  • Hela Anton

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

  • Brian Long
  • Nate Wollenberg, CFP®
  • Keith Lewis

Lancaster, OH

Voya Financial Advisors Independent

Southern Indiana Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jeff Schneider, AAMS®, CRPC®
  • Jennifer Wilkerson

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

  • Bob Meyers, AAMS®
  • Thomas Hohbach

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

  • Anthony DeAngelo
  • Frank D'Erasmo
  • John Goulos

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
1 Source: 2020 Annual Report 10-K

Let's Talk

Call us confidentially at

866.806.9984

OR

Contact a recruiting director near you

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