Advisor Team with $105 Million In Assets Returns to Ameriprise Financial After 5 Years at LPL
04 Juin 2024 - 5:54PM
Business Wire
Advisor Kyle Rasmussen says he missed the
wraparound support and resources at Ameriprise that help him serve
clients and grow his practice
Private Wealth Advisor Kyle Rasmussen, CFP®, APMA™ and
Financial Advisor Nick Blasberg recently joined the
independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from
LPL Financial in Reinbeck, Iowa with over $105 million in client
assets. Their practice operates under the name Generational
Wealth Partners and includes financial planning specialist
Hunter Bell, CFP®.
Rasmussen, who has nearly 15 years in the industry, returns to
Ameriprise Financial after a five-year stint at LPL where he
quickly learned that not all broker-dealers are equal in terms of
support. “At Ameriprise, advisors are never made to feel they are
going it alone,” explained Rasmussen. “The firm puts advisors at
the center of their business model and focuses on providing all the
tools, technology, training, time and energy needed to grow and do
great things for clients.”
Rasmussen cited several other benefits that influenced the
team’s decision to move to Ameriprise:
- Integrated and streamlined technology: “All of the
technology, tools, and systems at Ameriprise work seamlessly
together and streamline how we operate. This allows us to spend
less time on paperwork and more time caring for our clients.”
- Leadership support and coaching programs: “Ameriprise is
dedicated to helping us meet our goals for growth through
educational opportunities, coaching programs and experts from
across the firm.”
- Resources for external practice acquisitions: “It’s well
known in the industry many financial advisors are planning to
retire over the next several years. Ameriprise has been preparing
for this trend and has dedicated resources to help acquire and
onboard external practices when opportunities arise.”
“With the expertise and backing of Ameriprise, we’ve already
moved the majority of our book in less than two months,” said
Rasmussen. “Our clients have been impressed with how seamless the
transition process has been.”
The team is supported locally by Ameriprise franchise field vice
president Brad Sabol and Ameriprise regional vice president
Michael Lawson.
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 more
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.
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.
1 Ameriprise Financial 2023 10-K.
2 Ameriprise Financial Q1 2024 Earnings Release.
©2024 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20240604589684/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
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