21 Ameriprise Financial Advisors Recognized on Barron’s "2024 Top 100 Independent Financial Advisors" Ranking
Ameriprise Financial (NYSE: AMP) announced that 21 of its financial advisors have been recognized on Barron's "2024 Top 100 Independent Financial Advisors" ranking. This prestigious list acknowledges the top advisors in the industry based on factors such as client asset volume, firm revenue generation, and practice quality, including high ethical standards.
Bill Williams, Executive Vice President and President of Ameriprise Independent Advisors channel, expressed pride in the advisors' achievements, noting their consistent excellence in client service and professional growth. Ameriprise supports these advisors with innovative technology, coaching programs, and robust wealth management capabilities.
Notable advisors on the list include Joel Bird, Dane Burkholder, AJ Jugan, Jon Kuttin, and Randy Linde, among others.
Ameriprise Financial (NYSE: AMP) ha annunciato che 21 dei suoi consulenti finanziari sono stati riconosciuti nella lista di Barron's "2024 Top 100 Independent Financial Advisors". Questa prestigiosa classifica riconosce i migliori consulenti del settore basandosi su fattori come il volume degli asset dei clienti, la generazione di entrate dell'azienda e la qualità della pratica, inclusi elevati standard etici.
Bill Williams, Vice Presidente Esecutivo e Presidente del canale Ameriprise Independent Advisors, ha espresso orgoglio per i successi dei consulenti, sottolineando la loro costante eccellenza nel servizio al cliente e nella crescita professionale. Ameriprise supporta questi consulenti con tecnologia innovativa, programmi di coaching e robuste capacità di gestione patrimoniale.
I consulenti notevoli nella lista includono Joel Bird, Dane Burkholder, AJ Jugan, Jon Kuttin e Randy Linde, tra gli altri.
Ameriprise Financial (NYSE: AMP) anunció que 21 de sus asesores financieros han sido reconocidos en la lista de Barron's "2024 Top 100 Independent Financial Advisors". Esta prestigiosa lista reconoce a los mejores asesores de la industria basándose en factores como el volumen de activos de los clientes, la generación de ingresos de la firma y la calidad de la práctica, incluidas altas normas éticas.
Bill Williams, Vicepresidente Ejecutivo y Presidente del canal Ameriprise Independent Advisors, expresó su orgullo por los logros de los asesores, destacando su excelencia constante en el servicio al cliente y el crecimiento profesional. Ameriprise apoya a estos asesores con tecnología innovadora, programas de coaching y sólidas capacidades de gestión patrimonial.
Los asesores notables en la lista incluyen a Joel Bird, Dane Burkholder, AJ Jugan, Jon Kuttin y Randy Linde, entre otros.
Ameriprise Financial (NYSE: AMP)는 자사의 재무 고문 21명이 Barron's "2024 Top 100 Independent Financial Advisors" 명단에 선정되었다고 발표했습니다. 이 저명한 리스트는 고객 자산 규모, 회사 수익 창출 및 실천 품질, 높은 윤리 기준 등 여러 요소를 기준으로 업계 최고의 고문들을 인정합니다.
Ameriprise Independent Advisors 채널의 부회장 겸 사장인 Bill Williams는 고문들의 성과에 대해 자부심을 표명하며, 고객 서비스와 전문 성장에서의 지속적인 우수성을 강조했습니다. Ameriprise는 이러한 고문들을 위해 혁신적인 기술, 코칭 프로그램 및 견고한 자산 관리 역량을 지원합니다.
리스트에 포함된 주목할 만한 고문들은 Joel Bird, Dane Burkholder, AJ Jugan, Jon Kuttin 및 Randy Linde 등이 있습니다.
Ameriprise Financial (NYSE: AMP) a annoncé que 21 de ses conseillers financiers ont été reconnus dans le classement de Barron's "2024 Top 100 Independent Financial Advisors". Cette liste prestigieuse reconnaît les meilleurs conseillers du secteur en fonction de critères tels que le volume d'actifs des clients, la génération de revenus de l'entreprise et la qualité de la pratique, y compris des normes éthiques élevées.
Bill Williams, Vice-Président Exécutif et Président du canal Ameriprise Independent Advisors, a exprimé sa fierté pour les réalisations des conseillers, soulignant leur excellence constante dans le service client et la croissance professionnelle. Ameriprise soutient ces conseillers avec une technologie innovante, des programmes de coaching et des capacités de gestion de patrimoine robustes.
Les conseillers notables de la liste incluent Joel Bird, Dane Burkholder, AJ Jugan, Jon Kuttin et Randy Linde, parmi d'autres.
Ameriprise Financial (NYSE: AMP) gab bekannt, dass 21 seiner Finanzberater in der Barron’s Liste der "2024 Top 100 Independent Financial Advisors" ausgezeichnet wurden. Diese prestigeträchtige Liste erkennt die besten Berater der Branche an, basierend auf Faktoren wie dem Kundenvermögen, der Umsatzgenerierung des Unternehmens und der Qualität der Beratung, einschließlich hoher ethischer Standards.
Bill Williams, Executive Vice President und Präsident des Ameriprise Independent Advisors-Kanals, drückte Stolz über die Leistungen der Berater aus und hob ihre konstante Exzellenz im Kundenservice und professionellen Wachstum hervor. Ameriprise unterstützt diese Berater mit innovativer Technologie, Coaching-Programmen und robusten Vermögensverwaltungskapazitäten.
Zu den bemerkenswerten Beratern auf der Liste gehören Joel Bird, Dane Burkholder, AJ Jugan, Jon Kuttin und Randy Linde, unter anderem.
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Ameriprise advisors represent over
“Congratulations to the Ameriprise advisors named by Barron’s,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “It’s an honor to have witnessed the number of Ameriprise advisors on this list grow year after year and we celebrate their success. These advisors continuously raise the bar on the overall experience and value they bring to clients. We’re proud to partner with them and support their growth through innovative technology, impactful coaching programs and robust wealth management capabilities.”
Ameriprise advisors recognized on the Barron’s “2024 Top 100 Independent Financial Advisors” ranking:
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Joel Bird, CFP®, BFA™, CRPC™, APMA™, CLTC®, Private Wealth Advisor and Chief Executive Officer of Legacy Financial Partners in
Bismarck, North Dakota -
Dane Burkholder, CFP®, ChFC®, CRPC™, APMA™, Private Wealth Advisor and Managing Partner of Roseville Wealth Management Group in
Lancaster, Pennsylvania -
AJ Jugan, CFP®, Private Wealth Advisor and Managing Partner of Premier Wealth Partners in
Pittsburgh, Pennsylvania -
Jon Kuttin, CRPC™, AAMS™, AWMA℠, CMFC™, CRPS™, APMA™, Private Wealth Advisor and Chief Executive Officer of Kuttin Wealth Management in
Hauppauge, New York -
Randy Linde, CFP®, Chief Executive Officer of APG Wealth Advisors in
Renton, Washington -
Charla McIntyre Fields, MBA, CRPC™, Private Wealth Advisor of Fields Wealth Management in
Hurst, Texas -
Kim Orth, CFP®, CKA®, Private Wealth Advisor of Orth Financial Group in
Wilmington, Delaware -
Geri Pell, MBA, CFP®, CDFA®, Private Wealth Advisor and Chief Executive Officer of Pell Wealth Partners in
Rye Brook, New York -
Darrell Pennington, CFP®, MBA, Private Wealth Advisor and Managing Partner of Pennington Wealth Management in
Houston, Texas -
Scott Tiras, CFP®, MBA, Private Wealth Advisor and President of Tiras Wealth Management in
Houston, Texas -
Dan Wilson, CFP®, ChFC®, CLU®, Private Wealth Advisor of Skyeburst Wealth Management in
Auburndale, Massachusetts -
Erin Scannell, CFP®, ChFC®, CLU® AAMS™, Private Wealth Advisor of Heritage Wealth Advisors in
Mercer Island, Washington -
Richard Miller, CFP®, ChFC®, Private Wealth Advisor and Chief Executive Officer of R. Miller & Associated in
Wellesley ,Maryland -
Jason Klein, Financial Advisor and Managing Partner of OsborneKlein in
Portage, Michigan -
Susan Kim, CFP®, APMA™, Private Wealth Advisor and Managing Partner of Kim, Hopkin & Associates in
Vienna, Virginia -
Kris Kasturi, CRPC™, APMA™, Private Wealth Advisor and Co-Founder of Gratium Wealth Planning in
Palm Coast, Florida -
Colin Grahl, CFP®, APMA™, CAP®, Private Wealth Advisor of WGG Wealth Partners in
Roseville, California -
Adam Goldstein, CFP®, ChFC®, CLU®, CMFC™, Private Wealth Advisor of Goldstein & Associates in
Calabasas, California -
Bret Glover, CFP®, CRPC™, AIF®, Financial Advisor and Managing Partner of WGG Wealth Partners in
Roseville, California -
Jeff Chaddock, CRPC™, APMA™, Private Wealth Advisor and Chief Executive Office of Envisage Wealth in
Gahanna, Ohio -
Jeffrey Brandt, Private Wealth Advisor and Chief Executive Office of Ascendant Wealth Management Group in
Des Moines, Iowa
The full ranking can be found here.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
1Company founded June 29, 1894
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
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
Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.
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.
Securities offered by Ameriprise Financial Services, LLC., Member FINRA and SIPC
© 2024 Ameriprise Financial, LLC. All rights reserved.
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Stephanie Siegle, Media Relations
612.671.2593
Stephanie.Siegle@ampf.com
Source: Ameriprise Financial
FAQ
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