Thirteen Ameriprise Financial Advisors Recognized on Barron’s "2023 Top Independent Financial Advisors" Ranking
21 Setembro 2023 - 12:31PM
Business Wire
Ameriprise Financial (NYSE: AMP) today announced that 13 of the
firm’s financial advisors have been recognized on Barron’s “Top
Independent Financial Advisors” ranking. Each year, Barron’s
identifies the nation’s top 100 independent advisors based on
various factors that contribute to success in the business.
Advisors are ranked on the volume of assets overseen by advisors
and their teams, revenues generated for their firms, and the
quality of the advisors’ practices including a high level of
ethical standards.
“Congratulations to the Ameriprise advisors named to this list.
They continue to raise the bar by delivering an innovative and
referrable advice experience that helps clients reach their biggest
goals,” said Bill Williams, EVP, President – Ameriprise
Independent Advisors. “Ameriprise has invested in an entire
technology ecosystem that helps advisors become more efficient,
effective and productive so they can spend time where it matters
most: serving clients. We’re proud to partner with these
outstanding advisors and support them with the capabilities they
need to deepen relationships with their existing clients and
attract even more higher net worth clients.”
Ameriprise advisors recognized on the Barron’s “2023 Top
Independent Financial Advisors” ranking:
- Joel Bird, CFP®, BFA™, CRPC™, APMA™, CLTC®, Private
Wealth Advisor and Chief Executive Officer of Legacy Financial
Partners in Bismarck, North Dakota
- Dane Burkholder, CFP®, ChFC®, CRPC™, APMA™, Private
Wealth Advisor and Managing Partner of Roseville Wealth Management
Group in Lancaster, Pennsylvania
- Nancy Daoud, ChFC®, Private Wealth Advisor and Chief
Executive Officer of Opus: Advice First in Oxford, Connecticut
- AJ Jugan, CFP®, Private Wealth Advisor and Managing
Partner of Premier Wealth Partners in Pittsburgh, Pennsylvania
- Jon Kuttin, CRPC™, AAMS™, AWMA℠, CMFC™, CRPS™, APMA™,
Private Wealth Advisor and Chief Executive Officer of Kuttin Wealth
Management in Hauppauge, New York
- Randy Linde, CFP®, Chief Executive Officer of APG Wealth
Advisors in Renton, Washington
- Charla McIntyre Fields, MBA, CRPC™, Private Wealth
Advisor of Fields Wealth Management in Hurst, Texas
- Kim Orth, CFP®, CKA®, Private Wealth Advisor of Orth
Financial Group in Wilmington, Delaware
- Geri Pell, MBA, CFP®, CDFA®, Private Wealth Advisor and
Chief Executive Officer of Pell Wealth Partners in Rye Brook, New
York
- Darrell Pennington, CFP®, MBA, Private Wealth Advisor
and Managing Partner of Pennington Wealth Management in Houston,
Texas
- Scott Tiras, CFP®, MBA, Private Wealth Advisor and
President of Tiras Wealth Management in Houston, Texas
- Dan Wilson, CFP®, ChFC®, CLU®, Private Wealth Advisor of
Skyeburst Wealth Management in Auburndale, Massachusetts
- Michelle Young, CFP®, BFA™, ChFC®, CDFA®, ADPA™, APMA™,
CRPC™, CLTC®, Private Wealth Advisor and President of Confetti
Wealth in Edina, Minnesota
The full list of Barron’s “Top Independent Wealth Advisors” can
be found here.
To learn about Ameriprise, visit ameriprise.com. To find out why
experienced financial advisors are joining the firm, visit
ameriprise.com/why.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel
confident about their financial future for more than 125 years.
With extensive investment advice, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors, we have the strength and expertise to serve the
full range of individual and institutional investors' financial
needs.
Barron’s generates its rankings from a formulaic analysis of
surveys answered by candidates regarding assets, revenue, and
quality of practice, including an advisor’s regulatory and
compliance record. Certain awards include a demographic component
to qualify. This award for each applicable year is based on data
from the previous two calendar years and is not indicative of this
advisor’s/team’s future performance. Neither Ameriprise Financial
nor its advisors pay a fee to Barron’s in exchange for the ranking
or its use. Barron’s is a registered trademark of Dow Jones, L.P.;
all rights reserved.
Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP
certification mark (with plaque design) in the U.S.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
Ameriprise Financial cannot guarantee future financial
results.
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 are made available through
Ameriprise Financial Services, LLC., a registered investment
adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20230921494917/en/
Stephanie Siegle, Media Relations 612.671.2593
Stephanie.Siegle@ampf.com
Ameriprise Financial (NYSE:AMP)
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