Deals Of The Day: The Latest In Wealth Management M&A – Ameriprise, Pacific Crest

Editorial Staff

7 May 2024

Ameriprise Financial, Pacific Crest Planning
Kennewick, Washington State-based Pacific Crest Planning, a wealth management practice managing over $525 million in client assets, recently joined the independent channel of Ameriprise Financial. Previously, it was with RBC Capital Markets.

Private wealth advisor Ryan Sullivan leads the team, which includes private wealth advisor Kyle Blodgett, financial advisors Niles Gale and Landra Macy, and four support staff members.

Pacific Crest Planning is supported locally by Ameriprise Franchise Field vice president David Call and Ameriprise regional VP Marcus Ranger.