Financial Advisor with More Than $120 Million in Assets Joins Ameriprise to Elevate the Experience She Provides to Clients
2024年8月20日 - 2:34AM
ビジネスワイヤ(英語)
Karen DeBaker found Ameriprise to have the
resources and capabilities she needs to serve clients more
comprehensively
Ameriprise Financial, Inc. (NYSE: AMP) today announced that
financial advisor Karen DeBaker, CFP®, joined a
well-established independent Ameriprise practice, Threshold
Financial Partners. The team is based in De Pere, Wisconsin,
and led by financial advisor Carey Somerville. DeBaker
brings 10 years of experience as a financial advisor, most recently
with Raymond James, and more than $120 million in client
assets.
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 the United States, which it authorizes use of by
individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.
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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240819380940/en/
Alison Mueller, Media Relations 612.678.7183
alison.g.mueller@ampf.com
Ameriprise Financial (NYSE:AMP)
過去 株価チャート
から 7 2024 まで 8 2024
Ameriprise Financial (NYSE:AMP)
過去 株価チャート
から 8 2023 まで 8 2024