Team With $100 Million in Assets Joins Ameriprise Financial to Fulfill Growth Aspirations
Financial advisors Mila Kisz and Roman Kisz have transitioned to Ameriprise Financial's (NYSE:AMP) independent channel, bringing with them $100 million in client assets from Edward Jones. The married duo has joined LegacyOak Advisors in Simi Valley, California, an established practice led by Greg Lewandowski.
The team chose Ameriprise for its independence offerings, business ownership opportunities, and enhanced capabilities. LegacyOak Advisors now comprises three financial advisors and one relationship manager, with plans to expand their footprint through organic growth and external practice acquisition.
This addition aligns with Ameriprise's successful advisor recruitment strategy, having attracted approximately 1,700 experienced financial advisors in the last 5 years.
Gli consulenti finanziari Mila Kisz e Roman Kisz sono passati al canale indipendente di Ameriprise Financial (NYSE:AMP), portando con sé 100 milioni di dollari in attivi dei clienti da Edward Jones. La coppia sposata ha aderito a LegacyOak Advisors a Simi Valley, California, una pratica consolidata guidata da Greg Lewandowski.
Il team ha scelto Ameriprise per le sue offerte di indipendenza, opportunità di proprietà aziendale e capacità potenziate. LegacyOak Advisors ora comprende tre consulenti finanziari e un manager delle relazioni, con piani per espandere la loro presenza attraverso la crescita organica e l'acquisizione di pratiche esterne.
Questa aggiunta si allinea con la strategia di reclutamento di consulenti di successo di Ameriprise, che ha attratto circa 1.700 consulenti finanziari esperti negli ultimi 5 anni.
Los asesores financieros Mila Kisz y Roman Kisz han hecho la transición al canal independiente de Ameriprise Financial (NYSE:AMP), llevando consigo 100 millones de dólares en activos de clientes de Edward Jones. La pareja casada se ha unido a LegacyOak Advisors en Simi Valley, California, una práctica establecida dirigida por Greg Lewandowski.
El equipo eligió Ameriprise por sus ofertas de independencia, oportunidades de propiedad empresarial y capacidades mejoradas. LegacyOak Advisors ahora consta de tres asesores financieros y un gerente de relaciones, con planes para expandir su huella a través del crecimiento orgánico y la adquisición de prácticas externas.
Esta adición se alinea con la exitosa estrategia de reclutamiento de asesores de Ameriprise, que ha atraído aproximadamente 1,700 asesores financieros experimentados en los últimos 5 años.
재무 상담사 밀라 키즈(Mila Kisz)와 로만 키즈(Roman Kisz)는 아메리프라이즈 파이낸셜(Ameriprise Financial, NYSE:AMP)의 독립 채널로 전환하며, 에드워드 존스(Edward Jones)에서 1억 달러의 고객 자산을 가져왔습니다. 이 부부는 그렉 루완도프스키(Greg Lewandowski)가 이끄는 캘리포니아 시미 밸리의 레거시오크 어드바이저스(LegacyOak Advisors)에 합류했습니다.
이 팀은 독립성 제공, 사업 소유 기회 및 향상된 역량 때문에 아메리프라이즈를 선택했습니다. 레거시오크 어드바이저스는 현재 세 명의 재무 상담사와 한 명의 관계 관리자로 구성되어 있으며, 유기적 성장과 외부 실습 인수를 통해 그들의 입지를 확장할 계획입니다.
이 추가는 아메리프라이즈의 성공적인 상담사 채용 전략과 일치하며, 지난 5년 동안 약 1,700명의 경험이 풍부한 재무 상담사를 유치했습니다.
Les conseillers financiers Mila Kisz et Roman Kisz ont rejoint le canal indépendant de Ameriprise Financial (NYSE:AMP), apportant avec eux 100 millions de dollars d'actifs clients d'Edward Jones. Le couple marié a rejoint LegacyOak Advisors à Simi Valley, en Californie, une pratique établie dirigée par Greg Lewandowski.
L'équipe a choisi Ameriprise pour ses offres d'indépendance, ses opportunités de propriété d'entreprise et ses capacités améliorées. LegacyOak Advisors se compose désormais de trois conseillers financiers et d'un gestionnaire de relations, avec des projets d'expansion de leur empreinte grâce à une croissance organique et à l'acquisition de pratiques externes.
Cette addition s'aligne avec la stratégie de recrutement réussie d'Ameriprise, qui a attiré environ 1 700 conseillers financiers expérimentés au cours des 5 dernières années.
Die Finanzberater Mila Kisz und Roman Kisz haben zum unabhängigen Kanal von Ameriprise Financial (NYSE:AMP) gewechselt und 100 Millionen Dollar an Kundenvermögen von Edward Jones mitgebracht. Das verheiratete Paar hat sich LegacyOak Advisors in Simi Valley, Kalifornien, angeschlossen, einer etablierten Praxis unter der Leitung von Greg Lewandowski.
Das Team wählte Ameriprise aufgrund seiner Unabhängigkeitsangebote, Geschäftseigentumsmöglichkeiten und erweiterten Fähigkeiten. LegacyOak Advisors besteht jetzt aus drei Finanzberatern und einem Beziehungsmanager, mit Plänen, ihre Präsenz durch organisches Wachstum und externe Praxisübernahmen auszubauen.
Diese Ergänzung steht im Einklang mit der erfolgreichen Rekrutierungsstrategie von Ameriprise, die in den letzten 5 Jahren etwa 1.700 erfahrene Finanzberater angezogen hat.
- Addition of $100 million in assets under management
- Successful advisor recruitment strategy continuing with 1,700 advisors in 5 years
- Strategic expansion through team merger enhancing service capabilities
- None.
Mila Kisz and Roman Kisz join LegacyOak Advisors, an established Ameriprise practice led by financial advisor Greg Lewandowski
The Kisz’s and Lewandowski originally met at Edward Jones before Lewandowski moved his practice to Ameriprise in 2022. Two years later, the Kisz’s were looking to switch firms, so they reached out to Lewandowski to learn more about Ameriprise.
“We wanted to partner with a firm that offered independence, ownership in our business and the ability to work with a team,” said Mila Kisz. “At the same time, Greg wanted to grow his team. We learned more about Ameriprise and LegacyOak Advisors and it became clear – the opportunity to form a team would benefit all involved, most importantly, our clients.”
Kisz and Kisz are excited about Ameriprise’s enhanced capabilities that will help them deliver an even greater experience to clients while giving them the opportunity to grow the business alongside Lewandowski. “We have ambitious growth goals to expand our footprint and help more clients across the country,” said Roman Kisz. “We look forward to leveraging the firm’s programs and capabilities to grow organically and through external practice acquisition as an increasing number of advisors retire from the industry.”
“Mila and Roman have deep expertise and specialization in marketing and asset management, which is a great complement to the practice and will allow us to serve clients even more wholistically,” said Lewandowski. “I’m thrilled to welcome them to our firm and look forward to growing our business together.”
LegacyOak Advisors includes three financial advisors and one relationship manager, Phyllis Lugo. The practice is supported locally by Ameriprise Franchise Field Vice President Karl Bobo and Ameriprise Regional Vice President Marcus Ranger.
Ameriprise has continued to attract experienced, productive financial advisors, with 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 more than 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.
1 Ameriprise Financial 2024 10-K.
2 Ameriprise Financial Q4 2024 Earnings Release.
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.
©2025 Ameriprise Financial, Inc. All rights reserved.
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Allison Harries, Media Relations
612.678.7035
allison.h.harries@ampf.com
Source: Ameriprise Financial, Inc.
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