Recently Joined

Manish Dave

Senior Vice President

The Personal Advisors Group

Recently Joined

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Welcome new colleagues

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

Camras, Laskie and Associates

A financial advisory practice of Ameriprise Financial Services, LLC

  • Robert Camras
  • Kyle Laskie

Los Angeles, CA

Wells Fargo Branch

Laura Burback

Casper, WY

Edward Jones Independent

American Investment Services

A financial advisory practice of Ameriprise Financial Services, LLC

Bryan Grove, MBA, CFP®, CFS®

Corpus Christi, TX

Cetera Financial Institutions

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®
  • Jonathan K Spafford
  • Michael Tison

Arlington, TX

Geneos Wealth Independent

Crane & Owen Financial Solutions

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason K Crane, JD, CFP®
  • Gerry L Owen CPA

Aiken, SC

Edward Jones Independent

The Spafford Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jonathan K Spafford
  • Sean Spafford

Carmel, IN

Morgan Stanley Branch

Dave Weaver

Carlisle, PA

Avantax Independent

Luane D Culpepper, CKA®, CFP®

Chattanooga, TN

LPL Financial Independent

Elizabeth Vick Bruno, CFP®

Boca Raton, FL

Morgan Stanley Branch

Joseph Dovidio

Lawernceville, NJ

Wells Fargo Branch

Steven Abramowicz

Mill Creek, WA

UBS Independent

Ricke Financial Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Emily Ricke Heine
  • Matt Ricke

New Albany, IN

MML Independent

Colony Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

Bo Hatcher, CFP®

Albany, GA

LPL Financial Institutions

John DeMarco

Orland Park, IL

Wells Fargo Branch

David W Grossnickle

South Bend, IN

LPL Independent

Mark Wieland

Lawernceville, NJ

Wells Fargo Branch

Jim Hopkins

Kokomo, IN

Wells Fargo Independent

Erin Waller

Charlotte, NC

J.P. Morgan Branch

Marcial Vargas

Redwood Shores, CA

Wells Fargo Branch

John Yeazel

Las Vegas, NV

Morgan Stanley Branch

Greg Idelkope

Edina, MN

UBS Branch

David Tan

San Francisco, CA

J.P. Morgan Branch

Shayla Palmer

Reno, NV

Morgan Stanley Independent

Phil Hemphill

Westerville, OH

Edward Jones Independent

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

Keith Cusack

Colorado Springs, CO

Cetera Independent

Michael Klonsky, CFP®

Boston, MA

Commonwealth Branch

Stephen Kugisaki

Honolulu, HI

Edward Jones Independent

Dan Morehouse

Omaha, NE

Edward Jones Independent

Eric Trawick

Palm Coast, FL

Edward Jones Independent

Sylvia Yan

San Dimas, CA

Edward Jones Independent

Carlos De Leon

Springfield, MA

LPL Branch

More recent hires 

Source: 2020 Annual Report 10-K
 
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.