Advisor Team with $250 Million Joins Ameriprise From LPL for Enhanced Planning Capabilities, Support and Technology
Monumental Financial Planning, led by Private Wealth Advisor John Cortale, has joined Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial, bringing $250 million in client assets. The team, which includes advisors John Martin Moran and Nina Kamrani, chose Ameriprise for its enhanced financial planning capabilities, greater firm support, and fully-integrated technology.
Cortale expressed excitement about leveraging Ameriprise's resources to better serve clients and help them achieve their financial goals. The move aligns with Ameriprise's continued success in attracting experienced advisors, with over 400 advisors joining in 2023 and approximately 1,700 in the last 5 years.
La Monumental Financial Planning, guidata dal Private Wealth Advisor John Cortale, ha unito le forze con Ameriprise Financial, Inc. (NYSE: AMP) dopo aver lasciato LPL Financial, portando con sé $250 milioni in asset dei clienti. Il team, che comprende gli advisor John Martin Moran e Nina Kamrani, ha scelto Ameriprise per le sue capacità avanzate di pianificazione finanziaria, un maggiore supporto dell'azienda e tecnologia completamente integrata.
Cortale ha espresso entusiasmo nel poter sfruttare le risorse di Ameriprise per servire meglio i clienti e aiutarli a raggiungere i loro obiettivi finanziari. Questa scelta è in linea con il continuo successo di Ameriprise nell'attrarre advisor esperti, con oltre 400 advisor che si sono uniti nel 2023 e circa 1.700 negli ultimi 5 anni.
Monumental Financial Planning, liderada por el Asesor Patrimonial Privado John Cortale, se ha unido a Ameriprise Financial, Inc. (NYSE: AMP) desde LPL Financial, aportando $250 millones en activos de clientes. El equipo, que incluye a los asesores John Martin Moran y Nina Kamrani, eligió Ameriprise por sus capacidades mejoradas de planificación financiera, mayor apoyo de la empresa y tecnología completamente integrada.
Cortale expresó su entusiasmo por aprovechar los recursos de Ameriprise para servir mejor a sus clientes y ayudarles a alcanzar sus objetivos financieros. Este movimiento se alinea con el continuo éxito de Ameriprise en atraer asesores experimentados, con más de 400 asesores uniéndose en 2023 y aproximadamente 1,700 en los últimos 5 años.
Monumental Financial Planning은 John Cortale 개인 자산 고문이 이끌며, LPL Financial에서 Ameriprise Financial, Inc. (NYSE: AMP)와 합류하여 2억 5천만 달러의 고객 자산을 가져왔습니다. John Martin Moran과 Nina Kamrani를 포함한 팀은 개선된 재무 계획 능력, 더 큰 회사 지원 및 완전 통합된 기술을 위해 Ameriprise를 선택했습니다.
Cortale은 고객에게 더 나은 서비스를 제공하고 재정 목표를 달성하도록 돕기 위해 Ameriprise의 자원을 활용하는 것에 대해 기대를 표명했습니다. 이번 이동은 Ameriprise가 경력 있는 고문을 지속적으로 유치하는 것과 일치하며, 2023년에 400명 이상의 고문이 합류하고 지난 5년 동안 약 1,700명이 합류했습니다.
Monumental Financial Planning, dirigé par le conseiller en patrimoine privé John Cortale, a rejoint Ameriprise Financial, Inc. (NYSE: AMP) en provenance de LPL Financial, apportant 250 millions de dollars d'actifs clients. L'équipe, qui comprend les conseillers John Martin Moran et Nina Kamrani, a choisi Ameriprise pour ses capabilités améliorées en matière de planification financière, un plus grand soutien de l'entreprise et une technologie entièrement intégrée.
Cortale a exprimé son enthousiasme à l'idée d'exploiter les ressources d'Ameriprise pour mieux servir les clients et les aider à atteindre leurs objectifs financiers. Ce mouvement s'inscrit dans la réussite continue d'Ameriprise à attirer des conseillers expérimentés, avec plus de 400 conseillers ayant rejoint en 2023 et environ 1 700 au cours des 5 dernières années.
Monumental Financial Planning, geleitet von Privatvermögensberater John Cortale, hat zusammen mit Ameriprise Financial, Inc. (NYSE: AMP) LPL Financial verlassen und 250 Millionen Dollar an Kundenvermögen mitgebracht. Das Team, zu dem die Berater John Martin Moran und Nina Kamrani gehören, hat sich für Ameriprise entschieden aufgrund der verbesserten finanziellen Planungsmöglichkeiten, einer besseren Unterstützung durch die Firma und vollintegrierter Technologie.
Cortale äußerte Begeisterung darüber, die Ressourcen von Ameriprise zu nutzen, um den Kunden besser zu dienen und ihnen zu helfen, ihre finanziellen Ziele zu erreichen. Dieser Schritt steht im Einklang mit dem fortwährenden Erfolg von Ameriprise bei der Gewinnung erfahrener Berater, wobei im Jahr 2023 über 400 Berater hinzukamen und in den letzten 5 Jahren etwa 1.700.
- Acquisition of a team managing $250 million in client assets
- Attraction of experienced advisors to Ameriprise's platform
- Enhanced financial planning capabilities and technology offerings
- Continued growth with over 400 advisors joining in 2023
- None.
Monumental Financial Planning says they are “excited to leverage Ameriprise's vast resources and industry-leading solutions to serve clients more comprehensively”
Cortale and team joined Ameriprise for enhanced financial planning capabilities, greater firm support and fully-integrated technology. They were also drawn to the firm’s integrity and client-centric values.
The move underscores the team’s commitment to enhancing their client experience and delivering even greater value. "Our decision to join forces with Ameriprise Financial was driven by our unwavering dedication to giving the best possible experience to clients," said Cortale. "We are excited to leverage Ameriprise's vast resources and industry-leading solutions to better serve our clients and help them achieve their financial goals."
At Ameriprise, Monumental Financial Planning can offer a broad range of investment options and solutions tailored to clients' unique needs. "We are confident that our partnership with Ameriprise will empower us to continue delivering the personalized attention and holistic financial solutions that our clients want and need," added Cortale.
The team is supported locally by Ameriprise franchise field vice president Athena McGuire and Ameriprise regional vice president Tom North.
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.
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 Q1 2024 Earnings Release.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240722981297/en/
Alison Mueller, Media Relations
612-678-7183
alison.g.mueller@ampf.com
Source: Ameriprise Financial, Inc.
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