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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

CAM Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Christopher Asher, CFP®, CRPC®
  • Kevin Collison, CFP®, CRPC®
  • Pat Cotherman, CFP®
  • Scott McRoy, CFP®, CDFA®, CRPC®

Annapolis, MD

Merrill Lynch Branch

The Townsend Morgan Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Tom Townsend, CFP®
  • Michele Morgan

Grand Blanc, MI

UBS Branch

Michael Mauss

Tacoma, WA

Merrill Lynch Branch

Stiles, Miller & Clark Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Craig Stiles, MBA
  • Gregory Miller
  • Nathan Clark, CPWA®, CRPC®

Lansing, MI

Merrill Lynch Branch

Larson Payne Larson Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Rob Larson
  • Russell Payne
  • Tony Larson
  • Joseph DeZiel, MBA

Edina, MN

Wells Fargo Branch

First American Financial

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Donald Delmonte, CFP®
  • Bill Eldridge

Tampa, FL

LPL Financial Independent

William Hadley, CFP®

Charlotte, NC

Wells Fargo Branch

Neil Berston

Reno, NV

Edward Jones Branch

Peter Bazirgan

Providence, RI

Merrill Lynch Branch

Samuel Vetas

Salt Lake City, UT

RBC Branch

Mark Burton

Dayton, OH

Wells Fargo Branch

The Overton Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Stephen Overton, CFP®
  • Matthew Overton

Tampa, FL

Morgan Stanley Branch

Troy Aarthun, AAMS®, CRPC®

Bedford, NH

MML Investors Svcs Independent

Steven Carpmail

Tacoma, WA

Merrill Lynch Branch

Bob Ferraro

Canfield, OH

Stifel Independent

Cynthia Farnsworth, CFP®, CRPS®

Madison, WI

UBS Independent

Bowen Scott

Tacoma, WA

Merrill Lynch Branch

Cheryl Rumbolz

Tacoma, WA

Merrill Lynch Branch

Steven Papakirk

Cincinnati, OH

Wells Fargo Clearing Services, LL (19616) Branch

Gregory Harrison, MBA

El Dorado, AR

Edward Jones Independent

Karen Vibe, CFP®, CRPS®

Reno, NV

Morgan Stanley Branch

Ryan Faris

Grand Blanc, MI

Merrill Lynch Branch

Alan Willenbrock, CFA

Tucson, AZ

Morgan Stanley Branch

Marguerite Danaher

Lindenhurst, NY

LPL Financial Independent

Helen Von Dolteren Fournier, JD, CFP®

Winterpark, FL

Raymond James Independent

Matthew Missimer, CFP®, CLU®, ChFC®, CASL®

Conshohocken, PA

Northwestern Mutual Branch

Lee Bosko, ChFC®, CLU®, CASL®

Holland, MI

Edward Jones Independent

Max DiSesa, CFP®, AAMS®

Poughkeepsie, NY

Not Affiliated Independent

Scott Tippins, CRPC®

Raleigh, NC

Wells Fargo Clearing Services, LL (19616) Branch

Tyler Clark

Dayton, OH

Morgan Stanley Branch

Patty Perry, CFP®

Westport, CT

Morgan Stanley Branch

Chelsea Alexander

Fort Worth, TX

Merrill Lynch Branch

Cherie Jones, CFP®

Garden Grove, CA

Royal Alliance Independent

Mohsen Babaeian

Woodland Hills, CA

Bankers Life Securities, Inc. (173962) Branch

More recent hires 

1 Company data as of August 2019