Client Relationships
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Team Managing Over $110 Million in Assets Joins Ameriprise Financial
JMOD Financial Services, managing $110M in assets, has joined Ameriprise Financial from LPL Financial. Led by Joe Kelly, Frank Del Busto, and Dave Fedrizzi, the team cites Ameriprise’s brand strength, technology, and investment platform as key factors. Ameriprise has attracted approximately 1,700 advisors in the past 5 years and offers the *Ultimate Advisor Partnership* to support advisor growth and client experience. Ameriprise offers comprehensive investment advice, asset management and insurance solutions.
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Ameriprise Financial Recruits Two Advisors Managing $150M+ from Commonwealth Financial
Ameriprise Financial welcomed financial advisors Chris Theis and Michael Thomas, formerly with Commonwealth Financial Network, to its independent channel. Managing over $150 million in combined client assets, they cited Ameriprise’s personalized support, growth-focused resources, and integrated technology as key factors in their decisions. Theis valued the boutique-like environment combined with robust support, while Thomas sought practice management tools to manage growth. Their moves highlight Ameriprise’s success in attracting talent amidst industry consolidation.
