Financial Advisor with More Than $120 Million in Assets Joins Ameriprise to Elevate the Experience She Provides to Clients
Ameriprise Financial (NYSE: AMP) has announced that financial advisor Karen DeBaker, CFP®, has joined Threshold Financial Partners, an independent Ameriprise practice in De Pere, Wisconsin. DeBaker brings 10 years of experience and over $120 million in client assets from her previous position at Raymond James.
DeBaker chose Ameriprise for its comprehensive client support, extensive product solutions, and advanced technology resources. The move has been well-received by her clients, who appreciate Ameriprise's track record for client satisfaction. This addition 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.
Ameriprise Financial (NYSE: AMP) ha annunciato che l'analista finanziario Karen DeBaker, CFP®, è entrato a far parte di Threshold Financial Partners, una pratica indipendente Ameriprise a De Pere, Wisconsin. DeBaker porta con sé 10 anni di esperienza e oltre 120 milioni di dollari in asset dei clienti dalla sua posizione precedente presso Raymond James.
DeBaker ha scelto Ameriprise per il suo supporto completo ai clienti, le ampie soluzioni di prodotto e le risorse tecnologiche avanzate. Il trasferimento è stato ben accolto dai suoi clienti, che apprezzano il record di Ameriprise in termini di soddisfazione del cliente. Questa aggiunta si allinea con il successo continuo di Ameriprise nel attrarre consulenti esperti, con oltre 400 consulenti che si sono uniti nel 2023 e circa 1.700 negli ultimi 5 anni.
Ameriprise Financial (NYSE: AMP) ha anunciado que la asesora financiera Karen DeBaker, CFP®, se ha unido a Threshold Financial Partners, una práctica independiente de Ameriprise en De Pere, Wisconsin. DeBaker aporta 10 años de experiencia y más de 120 millones de dólares en activos de clientes de su anterior puesto en Raymond James.
DeBaker eligió Ameriprise por su apoyo integral al cliente, amplias soluciones de productos y recursos tecnológicos avanzados. La decisión ha sido bien recibida por sus clientes, quienes aprecian el historial de satisfacción del cliente de Ameriprise. Esta adición se alinea con el éxito continuo de Ameriprise en atraer asesores experimentados, con más de 400 asesores que se unieron en 2023 y aproximadamente 1,700 en los últimos 5 años.
Ameriprise Financial (NYSE: AMP)는 재정 고문인 Karen DeBaker, CFP®가 위스콘신주 드 페어에 있는 독립적인 Ameriprise 실습인 Threshold Financial Partners에 합류했다고 발표했습니다. DeBaker는 이전 Raymond James 직위에서 10년의 경험과 1억 2천만 달러 이상의 고객 자산을 가져왔습니다.
DeBaker는 포괄적인 고객 지원, 폭넓은 제품 솔루션 및 첨단 기술 자원 때문에 Ameriprise를 선택했습니다. 이 결정은 Ameriprise의 고객 만족도 기록을 높이 평가하는 고객들에 의해 잘 받아들여졌습니다. 이 추가는 2023년에 400명 이상의 고문이 합류했으며 최근 5년 동안 약 1,700명이 합류하는 것과 함께 Ameriprise의 지속적인 성공에 부합합니다.
Ameriprise Financial (NYSE: AMP) a annoncé que le conseiller financier Karen DeBaker, CFP®, a rejoint Threshold Financial Partners, une pratique indépendante d'Ameriprise à De Pere, Wisconsin. DeBaker apporte 10 ans d'expérience et plus de 120 millions de dollars d'actifs clients de son précédent poste chez Raymond James.
DeBaker a choisi Ameriprise pour son soutien client complet, ses solutions de produits variées et ses ressources technologiques avancées. Ce changement a été bien reçu par ses clients, qui apprécient l'historique d'Ameriprise en matière de satisfaction client. Cette addition s'inscrit dans le succès continu 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.
Ameriprise Financial (NYSE: AMP) hat bekannt gegeben, dass die Finanzberaterin Karen DeBaker, CFP®, zu Threshold Financial Partners gewechselt ist, einer unabhängigen Ameriprise-Praxis in De Pere, Wisconsin. DeBaker bringt 10 Jahre Erfahrung und über 120 Millionen Dollar an Kundenvermögen aus ihrer vorherigen Position bei Raymond James mit.
DeBaker wählte Ameriprise aufgrund des umfassenden Kundenservice, umfangreicher Produktlösungen und fortschrittlicher technologischer Ressourcen. Der Wechsel wurde von ihren Kunden gut aufgenommen, die Ameriprise's Erfolgsbilanz in Bezug auf Kundenzufriedenheit schätzen. Diese Erweiterung passt zu Ameriprise's fortwährendem Erfolg bei der Gewinnung erfahrener Berater, wobei über 400 Berater im Jahr 2023 und rund 1.700 in den letzten 5 Jahren beigetreten sind.
- Karen DeBaker brings $120 million in client assets to Ameriprise
- Ameriprise attracted over 400 experienced advisors in 2023
- Approximately 1,700 advisors joined Ameriprise in the last 5 years
- None.
Karen DeBaker found Ameriprise to have the resources and capabilities she needs to serve clients more comprehensively
Reflecting on her move, DeBaker said, “I considered several broker-dealers, but Ameriprise and the team at Threshold Financial Partners were a cut above the rest. I felt a great sense of ease after meeting with the team. We share an unwavering commitment to put clients at the forefront of everything we do. Ameriprise offers unparalleled support and resources that will help elevate the way I serve clients.”
DeBaker says her clients’ reactions have been very positive. “Ameriprise has an impressive track record for client satisfaction – something I’ve witnessed first-hand throughout the transition. The firm also provides extensive product solutions and financial planning capabilities, as well as leading technology resources – all of which will help my clients reach their goals.”
The team is supported locally by Ameriprise franchise field vice president Brad Sabol and Ameriprise regional vice president Michael Lawson.
“We are thrilled to welcome Karen to Ameriprise,” said Carey Somerville, financial advisor at Threshold Financial Partners. “Her steadfast values and ability to connect with clients will undoubtedly enhance our practice. I’m excited to see what we can accomplish together.”
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 Q1 2024 Earnings Release.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240819380940/en/
Alison Mueller, Media Relations
612.678.7183
alison.g.mueller@ampf.com
Source: Ameriprise Financial, Inc.
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