Financial Advisor with Nearly $150 Million in Assets Joins Ameriprise for Robust Technology and Financial Planning Capabilities
05 Septiembre 2024 - 11:47AM
Business Wire
Nathan Brown says his clients “see and feel
the positive change” with Ameriprise
Ameriprise Financial, Inc. (NYSE: AMP) today announced that
Financial Advisor Nathan Brown, AAMS™, CRPC™, CRPS™,
recently joined the firm’s branch channel from Edward Jones with
nearly $150 million in assets. His practice is located in
Kalamazoo, Michigan and includes Client Service Associate Kelli
Besser.
Brown joined Ameriprise for the robust technology platform and
enhanced financial planning capabilities. “It became clear that I
needed more from my broker-dealer to continue serving my clients
well, especially when it came to technology.” After a broad search
across the industry, it was obvious to Brown that Ameriprise
delivers an impressive client experience backed by integrated
technology. “The firm’s innovative capabilities and solutions have
helped me go deeper on advice with clients while providing them
with an elevated level of service,” said Brown.
Reflecting on the transition, Brown added, “Clients have been
overwhelmingly positive about our move to Ameriprise. It’s evident
my clients truly see and feel the positive change. I’m in this
business to help my clients achieve their financial goals to the
best of my ability. Ameriprise provides me with the support and
resources to exceed their expectations.”
The team is supported locally by Ameriprise Branch Manager
Rob Schauer, Ameriprise Complex Director Mark
Kirchner and Ameriprise Regional Vice President Mitch
Doren.
Ameriprise has continued to attract experienced, productive
financial advisors, with more than 400 advisors moving their
practices to Ameriprise in 2023 and approximately 1,700 joining the
firm in the last 5 years.1 To find out why experienced financial
advisors are joining Ameriprise, visit ameriprise.com/why.
About the Ameriprise Ultimate Advisor Partnership The
Ameriprise Ultimate Advisor Partnership offers a differentiated
experience for advisors that helps them accelerate growth while
delivering an excellent client experience. Combined with the
company’s culture of support and independence, the Ultimate Advisor
Partnership enables advisors to scale their businesses, deepen
client relationships and drive referrals for future growth.
About Ameriprise Financial At Ameriprise Financial, we
have been helping people feel confident about their financial
future for 130 years. With extensive investment advice, asset
management and insurance capabilities and a nationwide network of
approximately 10,000 financial advisors2, we have the strength and
expertise to serve the full range of individual and institutional
investors' financial needs.
Ameriprise Financial cannot guarantee future financial
results.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
Investment products are not insured by the FDIC, NCUA or any
federal agency, are not deposits or obligations of, or guaranteed
by any financial institution, and involve investment risks
including possible loss of principal and fluctuation in
value.
Investment advisory products and services are made available
through Ameriprise Financial Services, LLC, a registered investment
adviser.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2023 10-K. 2 Ameriprise Financial Q2 2024
Earnings Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240905333075/en/
Alison Mueller, Media Relations 612.678.7183
alison.g.mueller@ampf.com
Ameriprise Financial (NYSE:AMP)
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