A Team of Financial Experts Joins Ameriprise Financial
In a significant move, experienced financial advisors Kelly France, CFP, AWMA, and Dan Lotts have transitioned to Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial. This well-established practice is known as River Prairie Wealth Partners and is led by the dedicated Ameriprise Private Wealth Advisor, Adam Mohr, CRPC, APMA. With this addition, the firm enhances its offerings to clients and looks to elevate the overall client experience.
A Wealth of Experience
Kelly France and Dan Lotts bring over 30 years of collective industry experience to their new roles at Ameriprise. They enter the firm with an impressive portfolio, managing more than $250 million in client assets. Their dedication to providing top-notch financial advice aligns well with Ameriprise's mission, setting a strong foundation for their continued success.
Commitment to Client-Centric Solutions
France highlighted the team's decision-making process, stating, “We evaluated a variety of firms, and the team at River Prairie Wealth Partners rose to the top.” Their vision aligns with Ameriprise's commitment to a client-focused approach. France expressed confidence that the combination of their shared philosophy and the robust support from Ameriprise will allow them to provide an exceptional experience for clients.
Modern Tools for Financial Planning
Lotts reflected on the benefits of their new partnership, emphasizing Ameriprise's advanced technology and financial planning tools. These resources empower advisors to dedicate more time directly to clients, which enhances service levels and fosters deeper client relationships. He noted, “Ameriprise provides impressive technology that allows us to go deeper with our clients.”
Empowering Advisors for Success
Adam Mohr, the head of River Prairie Wealth Partners, welcomed the new advisors, commenting on their strong reputation within the industry. He stated, “Kelly and Dan have a strong reputation in the community and are very well regarded amongst their peers.” The shared goal among the team is to empower clients to reach their financial aspirations.
A Robust Support System
At River Prairie Wealth Partners, the team has expanded to include a total of 29 advisors and 34 support staff, collectively managing an impressive $3 billion in client assets. This dedicated support structure is crucial in maintaining a high level of service and financial success for all clients involved.
The Growing Appeal of Ameriprise
Ameriprise Financial has seen a strong influx of seasoned financial advisors, with over 400 making the transition to the firm within just one single year. The past five years have witnessed approximately 1,700 new advisors joining Ameriprise, showcasing the growing appeal of the firm's structure and support for financial professionals.
Understanding the Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership is designed to offer a distinctive experience, enabling advisors to accelerate their business growth while maintaining a strong focus on client satisfaction. This unique program fosters a culture of support and independence, essential for nurturing client relationships and generating referrals for future growth.
About Ameriprise Financial
Ameriprise Financial has dedicated more than 130 years to helping individuals and families build confidence in their financial futures. The firm offers extensive capabilities across investment advice, asset management, and insurance services, supported by a nationwide network comprising approximately 10,000 financial advisors. Over the years, Ameriprise has consistently proven its strength and expertise in meeting diverse financial needs.
Frequently Asked Questions
What prompted the advisors to join Ameriprise Financial?
The advisors chose to join Ameriprise for its strong reputation, comprehensive resources, and alignment in philosophies regarding client service.
How much client assets do the new advisors bring with them?
Kelly France and Dan Lotts have brought over $250 million in client assets to their new roles at Ameriprise Financial.
How does Ameriprise support its financial advisors?
Ameriprise provides extensive support through advanced technology, planning tools, and a robust team structure, empowering advisors to focus on their clients.
What is the Ultimate Advisor Partnership?
The Ultimate Advisor Partnership at Ameriprise offers a tailored experience for advisors, helping them to grow and maintain successful practices while prioritizing client relationships.
What is the commitment of Ameriprise Financial to its clients?
Ameriprise is dedicated to empowering individuals to achieve their financial goals, pairing a strong culture of support with professional advice tailored to client needs.
