Advisor Joins Ameriprise for More Control to Build His Practice and Deliver Exceptional Client Service

Rhea-AI Summary

Ryan Thompson, MBA, CFP®, a financial advisor managing $110 million in client assets, has joined Ameriprise Financial (NYSE: AMP) from Morgan Stanley in Shreveport, Louisiana. Thompson sought an independent platform to enhance his practice and found Ameriprise’s offerings aligned with his goals. He praised the transition support provided by Ameriprise, citing a smooth integration process that allowed him to focus on client service. Over the past five years, Ameriprise has attracted approximately 1,700 experienced advisors, indicating its growing appeal in the financial advisory space.

Positive

• Thompson manages $110 million in client assets, indicating strong client trust.
• Positive transition experience reported by Thompson, enhancing client service focus.
• Ameriprise attracted approx. 1,700 experienced advisors in the last five years.

Negative

• None.

Ryan Thompson, MBA, CFP^®, a financial advisor managing $110 million in client assets, joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Morgan Stanley in Shreveport, Louisiana. Thompson was looking for an opportunity to rejoin an independent platform, after spending six years as an employee advisor at his former firm. He conducted due diligence on a variety of firms over the last year and felt confident that moving to Ameriprise was the best fit for his practice.

Ryan Thompson, MBA, CFP®, a financial advisor with Ameriprise Financial. Photo courtesy of Ryan Thompson.

“I joined Ameriprise because of what the firm has to offer: more control over building my practice, intense focus on holistic wealth management, and support to reach my goals so I can focus on helping clients do the same,” said Thompson. “This move allows me to provide an exceptional service experience centered on advice.”

Ameriprise exceeded Thompson’s high expectations for transitioning his business quickly. With support from a dedicated transition team and his local field leader, senior field vice president Michael Barker, MBA, he was able to focus on advising clients.

“The transition team I’m working with has been awesome. It’s clear they know how to facilitate transitions professionally and efficiently, which includes handling all the operations and setup steps so that I can stay focused on serving my clients,” said Thompson. “I expected there to be more of a learning curve when changing firms. I’m pleasantly surprised by the ease of plugging into Ameriprise’s systems and facilitating business with clients.”

Ameriprise has continued to attract experienced, productive advisors, with 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 Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, 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. For more information, or to find an Ameriprise financial advisor, visit ameriprise.com.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

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¹ Ameriprise Financial 2020 10-K.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210707005665/en/

FAQ

What prompted Ryan Thompson to join Ameriprise Financial (AMP)?

Ryan Thompson joined Ameriprise due to the desire for more control in building his practice and the firm's strong focus on holistic wealth management.

How much client assets does Ryan Thompson manage after joining Ameriprise (AMP)?

Ryan Thompson manages $110 million in client assets at Ameriprise Financial.

How many experienced advisors has Ameriprise (AMP) attracted recently?

Ameriprise has attracted approximately 1,700 experienced advisors over the past five years.