Advisor Team with $250+ Million Joins Ameriprise Financial from LPL to Elevate Client Experience
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Business Wire
MINNEAPOLIS--(BUSINESS WIRE)--Financial advisors Kelly France, CFP®, AWMA? and Dan Lotts recently joined a well-established independent Ameriprise Financial, Inc. (NYSE: AMP) practice, River Prairie Wealth Partners. The team is based in Altoona, Wisconsin and is led by Ameriprise Private Wealth Advisor Adam Mohr, CRPC™, APMA™. Together, France and Lotts have more than 30 years of experience in the industry, most recently with LPL Financial, and they join the firm with more than $250 million in client assets. Melissa Hass-Goettl, executive assistant, also made the transition to Ameriprise.“We evaluated a variety of firms and the team at River Prairie Wealth Partners rose to the top,” said France. “Our shared philosophy for helping clients comprehensively, coupled with the vast support and resources of Ameriprise, gave me confidence that we’ll continue to provide a top-of-the-line client experience.”Reflecting on the transition, Lotts added, “Ameriprise provides impressive technolog
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News
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- Ameriprise Financial's (NYSE:AMP) five-year earnings growth trails the strong shareholder returns [Yahoo! Finance]Yahoo! Finance
- Sophisticated Resources to Support High-Net-Worth Clients Draws Advisor with $100 Million to Ameriprise Team [Yahoo! Finance]Yahoo! Finance
AMP
Earnings
- 10/23/24 - Miss
AMP
Sec Filings
- 11/15/24 - Form 4
- 11/14/24 - Form 13F-HR
- 11/13/24 - Form 4
- AMP's page on the SEC website