People Moves
Who's Moving Where In Wealth Management? β Ameriprise Financial
The latest moves, appointments, and personnel changes in North American wealth management.
Ameriprise Financial
Ameriprise
Financial has brought in two financial advisors to its
independent channel; they bring more than $150 million in
combined client assets from Commonwealth Financial Network (which
was bought earlier this year by LPL Financial).
The advisors are Chris Theis, based in Millsboro, Delaware, and Michael Thomas, based in Hamilton, Montana.
βI chose Ameriprise because it offers the boutique feel I was looking for, backed by the depth of resources needed to support my practice,β Theis said.
Theis is joined by client service associate and operations lead Kristi Osborn. The team is supported locally by Ameriprise franchise field vice president Athena McGuire and Ameriprise regional vice president Thomas North.
Separately, Thomas is joining Ameriprise with over $50 million in client assets. Thomas is supported locally by Ameriprise franchise field VP David Call and Ameriprise regional VP Marcus Ranger.