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Manish Dave

Senior Vice President

The Personal Advisors Group

Recently Joined

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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

The Falldin-Mattson Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • John Falldin
  • Jim Mattson
  • James Mattson

Edina, MN

Morgan Stanley Branch

Rob Bacino, CLU®, ChFC®, RICP®

Bedminster, NJ

Purshe Kaplan Sterling Investments 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

Idaho Central Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Robert Wilson
  • Rick Wilson

Boise, ID

LPL Financial Financial Institutions

Jeffery Malcolm Davis

Plano, TX

Morgan Stanley Branch

Willson Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Craig Willson
  • Chad Willson

Ogden, UT

UBS Independent

Jennifer Calabro

Exton, PA

Cetera Financial Institutions

Ashley Gagner

Fargo, ND

Wells Fargo Independent

Hampton Bourne, AAMS®, ChFC®, CRPC®, ChFC®, ADPA®, ChFC®

Clarksville, TN

LPL Financial Financial Institutions

The Schneider Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Mark Schneider
  • Nicholas Schneider

Farmington Hills, MI

Wells Fargo Branch

Simon Wheeldon

Tampa, FL

UBS Branch

Kellie Jacques

Boston, MA

Wells Fargo Branch

Marty Mitchell, CRPC®

High Point, NC

LPL Financial Branch

GRWilk & Associates Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Glen Wilk
  • Renea Eldridge

Duluth, GA

Wells Fargo Branch

Divisha Kapur, ChFC®

Bingham Farms, MI

Hantz Financial Independent

Peter Ardolino, ChFC®, CLU®

Cape Coral, FL

Century Securities Associates Independent

Bradley Miller

Midvale, UT

Wells Fargo Branch

Samuel Bartoletta

Boca Raton, FL

Morgan Stanley Branch

Bill Hecklick

Murrysville, PA

WesBanco Securities Financial Institutions

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1 Company data as of April 2020