Financial Advisor with Nearly $150 Million in Assets Joins Ameriprise for Robust Technology and Financial Planning Capabilities
Ameriprise Financial, Inc. (NYSE: AMP) announced that Financial Advisor Nathan Brown, with nearly $150 million in assets, has joined the firm's branch channel from Edward Jones. Brown, based in Kalamazoo, Michigan, chose Ameriprise for its robust technology platform and enhanced financial planning capabilities. He noted that Ameriprise's innovative solutions have helped him provide deeper advice and better service to his clients.
Brown's clients have responded positively to the move, experiencing a noticeable improvement in service. Ameriprise continues to attract experienced advisors, with over 400 joining in 2023 and approximately 1,700 in the last 5 years. This addition underscores Ameriprise's growing appeal in the financial advisory sector.
Ameriprise Financial, Inc. (NYSE: AMP) ha annunciato che il consulente finanziario Nathan Brown, con quasi $150 milioni in attivi, è entrato a far parte del canale filiale dell'azienda dopo aver lavorato con Edward Jones. Brown, basato a Kalamazoo, Michigan, ha scelto Ameriprise per la sua robusta piattaforma tecnologica e le capacità avanzate di pianificazione finanziaria. Ha notato che le soluzioni innovative di Ameriprise lo hanno aiutato a fornire consigli più approfonditi e un servizio migliore ai suoi clienti.
I clienti di Brown hanno risposto positivamente a questo cambiamento, vivendo un miglioramento evidente nel servizio. Ameriprise continua ad attrarre consulenti esperti, con oltre 400 nuovi ingressi nel 2023 e circa 1.700 negli ultimi 5 anni. Questa aggiunta sottolinea il crescente fascino di Ameriprise nel settore della consulenza finanziaria.
Ameriprise Financial, Inc. (NYSE: AMP) anunció que el asesor financiero Nathan Brown, con casi $150 millones en activos, se ha unido al canal de sucursales de la firma desde Edward Jones. Brown, con sede en Kalamazoo, Michigan, eligió Ameriprise por su plataforma tecnológica robusta y sus capacidades mejoradas de planificación financiera. Observó que las soluciones innovadoras de Ameriprise le han ayudado a proporcionar asesoramiento más profundo y un mejor servicio a sus clientes.
Los clientes de Brown han respondido positivamente a esta mudanza, experimentando una mejora notable en el servicio. Ameriprise sigue atrayendo a asesores experimentados, con más de 400 uniéndose en 2023 y aproximadamente 1,700 en los últimos 5 años. Esta adición subraya el creciente atractivo de Ameriprise en el sector de asesoría financiera.
Ameriprise Financial, Inc. (NYSE: AMP)는 자산이 거의 $150 백만에 달하는 재정 상담사 Nathan Brown이 Edward Jones에서 회사를 통해 지점 채널에 합류했다고 발표했습니다. 미시간주 Kalamazoo에 거주하는 Brown은 강력한 기술 플랫폼과 향상된 재정 계획 능력 때문에 Ameriprise를 선택했습니다. 그는 Ameriprise의 혁신적인 솔루션이 고객에게 더 깊이 있는 조언과 더 나은 서비스를 제공할 수 있도록 도와주었다고 언급했습니다.
Brown의 고객들은 이 이동에 긍정적으로 반응하여 서비스의 눈에 띄는 개선을 경험하고 있습니다. Ameriprise는 2023년에 400명 이상이 합류하고 지난 5년 동안 약 1,700명이 합류하는 등 경험이 풍부한 상담사를 계속 유치하고 있습니다. 이번 추가는 재정 상담 분야에서 Ameriprise의 매력 증가를 강조합니다.
Ameriprise Financial, Inc. (NYSE: AMP) a annoncé que le conseiller financier Nathan Brown, avec près de $150 millions d'actifs, a rejoint le canal des succursales de l'entreprise après avoir travaillé avec Edward Jones. Brown, basé à Kalamazoo, Michigan, a choisi Ameriprise pour sa plateforme technologique robuste et ses capacités de planification financière améliorées. Il a souligné que les solutions innovantes d'Ameriprise l'ont aidé à fournir des conseils plus approfondis et un meilleur service à ses clients.
Les clients de Brown ont répondu positivement à ce changement, constatant une amélioration notable du service. Ameriprise continue d'attirer des conseillers expérimentés, avec plus de 400 ayant rejoint en 2023 et environ 1 700 au cours des 5 dernières années. Cette addition souligne l'attrait croissant d'Ameriprise dans le secteur du conseil financier.
Ameriprise Financial, Inc. (NYSE: AMP) gab bekannt, dass der Finanzberater Nathan Brown, der über $150 Millionen an Vermögenswerten verfügt, vom Unternehmen Edward Jones dem Filialkanal des Unternehmens beigetreten ist. Brown, der in Kalamazoo, Michigan, ansässig ist, wählte Ameriprise wegen seiner robusten Technologieplattform und erweiterten Finanzplanungsfähigkeiten. Er bemerkte, dass die innovativen Lösungen von Ameriprise ihm geholfen haben, seinen Kunden tiefere Beratung und besseren Service zu bieten.
Browns Kunden haben auf den Wechsel positiv reagiert und einen merklichen Verbesserungsdienst erfahren. Ameriprise zieht weiterhin erfahrene Berater an, mit über 400, die 2023 beigetreten sind, und etwa 1.700 in den letzten 5 Jahren. Diese Hinzufügung unterstreicht die zunehmende Attraktivität von Ameriprise im Bereich der Finanzberatung.
- Acquisition of Financial Advisor Nathan Brown with nearly $150 million in assets
- Positive client response to the transition, indicating potential for client retention and growth
- Continued success in attracting experienced advisors, with over 400 joining in 2023
- Strong track record of advisor recruitment, with approximately 1,700 joining in the last 5 years
- None.
Insights
Nathan Brown's transition to Ameriprise with
Ameriprise's investment in robust technology appears to be paying off, as evidenced by Brown's decision to join the firm. The emphasis on integrated technology and innovative capabilities suggests Ameriprise is well-positioned in the digital transformation of financial services. This focus on tech-enabled client experience could lead to improved advisor productivity and client satisfaction, potentially driving long-term growth. However, the true value of these technological investments will depend on their scalability and ability to differentiate Ameriprise from competitors. Investors should keep an eye on Ameriprise's tech spending and how it translates to advisor retention, client acquisition and operational efficiency metrics in future earnings reports.
Brown's transition highlights a broader trend in the financial advisory industry: the increasing importance of technology and comprehensive financial planning tools. Ameriprise's success in attracting advisors (400 in 2023, 1,700 in 5 years) suggests they're effectively capitalizing on this trend. However, it's important to contextualize these numbers within the industry. We'd need to compare Ameriprise's advisor acquisition rate with competitors to truly gauge their market position. The positive client reaction Brown mentions is encouraging, but without quantitative data on client retention and asset growth post-transition, it's difficult to assess the long-term impact. Investors should look for broader industry benchmarks and Ameriprise's performance against these in future reports.
Nathan Brown says his clients “see and feel the positive change” with Ameriprise
Brown joined Ameriprise for the robust technology platform and enhanced financial planning capabilities. “It became clear that I needed more from my broker-dealer to continue serving my clients well, especially when it came to technology.” After a broad search across the industry, it was obvious to Brown that Ameriprise delivers an impressive client experience backed by integrated technology. “The firm’s innovative capabilities and solutions have helped me go deeper on advice with clients while providing them with an elevated level of service,” said Brown.
Reflecting on the transition, Brown added, “Clients have been overwhelmingly positive about our move to Ameriprise. It’s evident my clients truly see and feel the positive change. I’m in this business to help my clients achieve their financial goals to the best of my ability. Ameriprise provides me with the support and resources to exceed their expectations.”
The team is supported locally by Ameriprise Branch Manager Rob Schauer, Ameriprise Complex Director Mark Kirchner and Ameriprise Regional Vice President Mitch Doren.
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.
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/20240905333075/en/
Alison Mueller, Media Relations
612.678.7183
alison.g.mueller@ampf.com
Source: Ameriprise Financial, Inc.
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