Advisor Team with $250+ Million Joins Ameriprise Financial from LPL to Elevate Client Experience
Financial advisors Kelly France and Dan Lotts have joined River Prairie Wealth Partners, an Ameriprise Financial practice, bringing over $250 million in client assets from LPL Financial. The team joins the Altoona, Wisconsin-based practice led by Private Wealth Advisor Adam Mohr, which manages over $3 billion in client assets across eight office locations in Minnesota and Wisconsin. The practice employs 29 advisors and 34 support staff. France and Lotts, who have more than 30 years of combined industry experience, cited Ameriprise's comprehensive client support, technology, and financial planning tools as key factors in their decision. Ameriprise has attracted over 400 advisors in 2023 and approximately 1,700 in the past 5 years.
Gli advisor finanziari Kelly France e Dan Lotts sono uniti a River Prairie Wealth Partners, una pratica di Ameriprise Financial, portando con sé oltre 250 milioni di dollari in asset clientelari da LPL Financial. Il team si unisce alla pratica con sede ad Altoona, Wisconsin, guidata dal Private Wealth Advisor Adam Mohr, che gestisce oltre 3 miliardi di dollari in asset clientelari attraverso otto sedi in Minnesota e Wisconsin. La pratica impiega 29 advisor e 34 membri dello staff di supporto. France e Lotts, con oltre 30 anni di esperienza combinata nel settore, hanno citato il supporto completo ai clienti, la tecnologia e gli strumenti di pianificazione finanziaria di Ameriprise come fattori chiave della loro decisione. Nel 2023, Ameriprise ha attratto oltre 400 advisor e circa 1.700 negli ultimi 5 anni.
Los asesores financieros Kelly France y Dan Lotts se han unido a River Prairie Wealth Partners, una práctica de Ameriprise Financial, aportando más de 250 millones de dólares en activos de clientes de LPL Financial. El equipo se une a la práctica con sede en Altoona, Wisconsin, liderada por el Asesor de Patrimonio Privado Adam Mohr, que gestiona más de 3 mil millones de dólares en activos de clientes en ocho ubicaciones en Minnesota y Wisconsin. La práctica emplea a 29 asesores y 34 personal de apoyo. France y Lotts, quienes tienen más de 30 años de experiencia combinada en la industria, citaron el soporte integral al cliente, la tecnología y las herramientas de planificación financiera de Ameriprise como factores clave en su decisión. Ameriprise ha atraído a más de 400 asesores en 2023 y aproximadamente 1,700 en los últimos 5 años.
재무 상담사 켈리 프랑스와 댄 로츠가 Ameriprise Financial의 River Prairie Wealth Partners에 합류했으며, 2억 5천만 달러 이상의 고객 자산을 LPL Financial에서 가져왔습니다. 이 팀은 미네소타와 위스콘신에 8개의 사무실을 두고 있는 아담 모어 Private Wealth Advisor가 이끄는 위스콘신주 알투나에 있는 사무소에 합류합니다. 이 실무진은 29명의 상담사와 34명의 지원 직원을 고용하고 있습니다. 프랑스와 로츠는 30년 이상의 산업 경험을 바탕으로 Ameriprise의 포괄적인 고객 지원, 기술 및 재무 계획 도구가 그들의 결정에 중요한 요소라고 밝혔습니다. Ameriprise는 2023년에 400명 이상의 상담사를 유치했으며 지난 5년 동안 약 1,700명을 유치했습니다.
Les conseillers financiers Kelly France et Dan Lotts ont rejoint River Prairie Wealth Partners, une pratique d'Ameriprise Financial, apportant plus de 250 millions de dollars en actifs clients de LPL Financial. L'équipe rejoint la pratique basée à Altoona, Wisconsin, dirigée par le conseiller en patrimoine privé Adam Mohr, qui gère plus de 3 milliards de dollars en actifs clients à travers huit bureaux dans le Minnesota et le Wisconsin. La pratique emploie 29 conseillers et 34 membres du personnel de soutien. France et Lotts, qui cumulent plus de 30 ans d'expérience dans l'industrie, ont cité le soutien complet aux clients, la technologie et les outils de planification financière d'Ameriprise comme des éléments clés de leur décision. Ameriprise a attiré plus de 400 conseillers en 2023 et environ 1 700 au cours des 5 dernières années.
Die Finanzberater Kelly France und Dan Lotts sind zu River Prairie Wealth Partners, einer Praxis von Ameriprise Financial, gestoßen und bringen über 250 Millionen Dollar an Kundenvermögen von LPL Financial mit. Das Team schließt sich der in Altoona, Wisconsin, ansässigen Praxis unter der Leitung von Private Wealth Advisor Adam Mohr an, die über 3 Milliarden Dollar an Kundenvermögen an acht Standorten in Minnesota und Wisconsin verwaltet. Die Praxis beschäftigt 29 Berater und 34 Support-Mitarbeiter. France und Lotts, die über 30 Jahre kombinierte Branchenerfahrung verfügen, betonten, dass die umfassende Kundenbetreuung, die Technologie und die Finanzplanungswerkzeuge von Ameriprise entscheidende Faktoren für ihre Entscheidung waren. Im Jahr 2023 hat Ameriprise über 400 Berater gewonnen und in den letzten 5 Jahren etwa 1.700.
- Addition of advisors managing $250+ million in client assets
- Expansion of firm's advisor network with 400+ new advisors in 2023
- Strong recruitment track record with 1,700 advisors joining in past 5 years
- None.
Insights
This advisor team acquisition represents a notable win for Ameriprise in the competitive wealth management space. The
The integration of experienced advisors with CFP® credentials into an established practice indicates strong potential for revenue synergies and client retention. This move aligns with industry trends showing increased advisor movement toward firms offering superior technology and comprehensive planning platforms. The addition of support staff also suggests a well-structured transition designed to maintain service continuity for existing clients.
“We evaluated a variety of firms and the team at River Prairie Wealth Partners rose to the top,” said
Reflecting on the transition, Lotts added, “Ameriprise provides impressive technology and sophisticated financial planning tools that allow us to spend less time behind the scenes and more time going deeper with our clients, offering an elevated level of service.”
Advisors join a high-performing Ameriprise practice
“Kelly and Dan have a strong reputation in the community and are very well regarded amongst their peers,” said Mohr. “After meeting with them, it became immediately clear that they’re in this business for same reason we are – to help empower clients to reach their financial goals. We’re thrilled to welcome them to our team.”
River Prairie Wealth Partners employs a combined team of 29 advisors and 34 support staff who manage over
The team is supported locally by Ameriprise Franchise Field Vice President Brad Sabol and Ameriprise Regional Vice President Michael Lawson.
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.
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
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241029655859/en/
Alison Mueller, Media Relations
612.678.7183
alison.g.mueller@ampf.com
Source: Ameriprise Financial, Inc.
FAQ
How much in client assets did Kelly France and Dan Lotts bring to Ameriprise Financial (AMP)?
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