Sophisticated Resources to Support High-Net-Worth Clients Draws Advisor with $100 Million to Ameriprise Team [Yahoo! Finance]
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Yahoo! Finance
MINNEAPOLIS, November 11, 2024 BUSINESS WIRE Q5 Wealth Management , a team of five financial advisors managing $1.5 billion in client assets in Houston and Beaumont, Texas, recently expanded with the addition of financial advisor Scott Guptill, CFA . Q5 joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) in August 2024 after a successful transition from UBS Financial Services, Inc. with a desire to significantly grow their practice by leveraging the sophisticated resources at Ameriprise. Less than three months later, the team is capitalizing on the opportunities at Ameriprise with the addition of Guptill, who manages $100 million in client assets in Houston. He was previously registered with Morgan Stanley. Guptill carefully evaluated his practice goals for growth and decided to join a team and firm with the capabilities to elevate his high-net-worth clients' experiences while creating efficiencies. Guptill was acquainted with financial advisors Mike and Ed Per
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AMP
News
- Geri Eisenman Pell: How Merging My Firm Helped Me Plan for Succession [Barron's]Barrons
- AM Best Affirms Credit Ratings of Ameriprise Financial, Inc. and Its SubsidiariesBusiness Wire
- Ameriprise Financial and Feeding America® Join Forces to Help Provide Meals This Holiday SeasonBusiness Wire
- 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 TeamBusiness Wire
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