People Moves
Who's Moving Where In Wealth Management? – Ameriprise, Threshold
The latest senior moves, appointments and personnel changes in the North American wealth management sector.
Ameriprise, Threshold
Karen DeBaker has joined the independent Ameriprise practice,
Threshold Financial Partners, based in De Pere, Wisconsin.
DeBaker brings 10 years’ experience as a financial advisor, most recently at Raymond James.
The team, which is led by financial advisor Carey Somerville, is supported locally by Ameriprise franchise field vice president Brad Sabol and Ameriprise regional vice president Michael Lawson.
Ameriprise said more than 400 advisors moved their practices to Ameriprise in 2023 and about 1,700 have joined the firm in the last five years.