Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise
Integrity Financial, managing $200 million in assets, has transitioned to Ameriprise Financial (NYSE: AMP) from Next Financial Group. Lead advisor Bob Ross highlighted Ameriprise's superior digital client experience, enabling easy access to accounts and consolidated investment overviews. The team sought a firm that prioritizes advisor independence and offers technology that aligns with their values. Founded in 1991, Integrity Financial aims to integrate clients' principles into their financial plans. Over 4,300 advisors have joined Ameriprise since 2008, reflecting its appeal in the advisory sector.
- Integrity Financial manages $200 million in assets, enhancing Ameriprise's client base.
- The transition is expected to improve client service through better technology.
- The move aligns with Integrity Financial's commitment to serving clients with Biblical principles.
- None.
Integrity Financial, a wealth management practice managing
Bob Ross, Terence Hagedorn and Matthew Caton with Integrity Financial, a financial advisory practice of Ameriprise Financial. Photo courtesy of Integrity Financial.
“Ameriprise hands down has the best client experience technology, and we’re excited to tap into its power to take our client service model to the next level,” said Ross, who has over 30 years of experience as a wealth advisor. “Clients like how easy it is to access their accounts, see their goals and progress in a single digital view, and review all their investments in one consolidated statement. As advisors, we appreciate how Ameriprise’s technology platform gives us a clear, comprehensive picture of clients’ financial situations and goals in just a few clicks.”
The team evaluated many options. They wanted a firm that honors advisor independence, has a robust technology platform with client-friendly tools, and supports advisors who serve clients with Biblical principles. Ross and his team first seriously considered Ameriprise after engaging with a firm representative at a Kingdom Advisors Annual Conference in 2019 and discovering that the firm delivers on their criteria.
“Our mission is to help clients align their principles with their investments and financial plan, as appropriate. I’m looking forward to engaging with other advisors in Ameriprise’s Christian Franchise Advisor Network who are also committed to serving clients with Christian principles front and center,” said Ross.
Integrity Financial was founded in 1991. The team is supported locally by Ameriprise senior field vice president Bill Cupach.
More than 4,300 financial advisors have joined Ameriprise since 2008.1 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.
1 Company data as of Q2 2020.
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