Advisor with Over $100 Million Assets Joins Ameriprise Financial for Financial Planning Focus and Growth Opportunities
08 Janeiro 2024 - 1:56PM
Business Wire
Advisor says his transition to Ameriprise
“could not have gone better”
Financial advisor Bruce Kunkle MBA, CFP®, RICP®,
recently joined the branch channel of Ameriprise Financial, Inc.
(NYSE: AMP) from Wells Fargo with over $100 million in assets in
Conshohocken, Pennsylvania. Kunkle joined Ameriprise for
comprehensive financial solutions and growth opportunities.
“As a Certified Financial Planner, I was impressed by the firm’s
focus on comprehensive planning and the resources to help advisors
foster meaningful client relationships,” said Kunkle. “The wide
range of tailored tools and coaching programs will help me grow
organically.”
Kunkle was also drawn to the opportunities for inorganic growth
with the firm’s succession planning and practice acquisition
programs. “I wanted to join a firm that provides opportunities for
next-generation advisors,” said Kunkle. “It’s clear that Ameriprise
understands the shifting dynamics of an aging advisor force and
offers programs that help advisors acquire practices from those
retiring from the business.”
According to Kunkle, the transition to Ameriprise has been
smooth and successful. “It could not have gone any better. The
onboarding team was incredible and the regional and national
support made me feel right at home,” he shared. “My clients have
been overjoyed with the move to Ameriprise and are thankful to be
with a firm deeply committed to their satisfaction.”
Kunkle is supported locally by Ameriprise Branch Manager
Michael Harnett, Ameriprise Complex Director Amber
Almeida and Ameriprise Regional Vice President Todd
Hubley.
Ameriprise has continued to attract experienced, productive
financial advisors, with approximately 1,700 joining the firm in
the last 5 years.1 Nine out of ten advisors who joined Ameriprise
in the last 5 years say the firm’s technology, financial planning
capabilities and ability to acquire clients is better than their
previous firm.2 To find out why experienced financial advisors are
joining Ameriprise, visit ameriprise.com/why.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more
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 advisors3, 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 2022 10-K.
2
Ameriprise asked experienced advisors who
moved their book of business to the firm in the last one-to-five
years to compare its support, resources, and capabilities to their
previous firm and state their satisfaction with their experience.
The survey results identified the top ways Ameriprise stands out
compared to competitors. 294 advisors responded to the “Ultimate
Advisor Partnership” survey, which was conducted in November
2021.
3
Ameriprise Financial Q3 2023 Earnings
Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240108983978/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
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