Both practices join Kuttin Wealth Management, a
well-established team in Ameriprise’s independent channel, led by
Barron’s Hall of Fame advisor Jon Kuttin
Ameriprise Financial, Inc. (NYSE: AMP) today announced that two
practices managing a combined $370 million in client assets joined
the firm for its strong culture of integrity, exceptional client
service, and resources for growth. Financial advisor Larry
Teichman, CFP®, whose practice name is Caritas Financial,
joined from LPL Financial in Chesterland, Ohio, and J
Carrell joined from Morgan Stanley in Arlington, Texas. Both
advisors joined Kuttin Wealth Management, a top team within
Ameriprise’s independent channel led by Barron’s Hall of Fame
advisor Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®.
Strong values draw LPL team to Ameriprise
Teichman and his team, financial advisors Christopher Puhalsky,
Everard Corcoran, CFP®, and Carey Freimuth, CFA®, CAIA®, AIF®, and
support staff Christine Dawson, Beth Kotowski, and Stephanie Snope,
manage more than $320 million in client assets. They evaluated
independent firms, looking for one that prioritizes delivering
personalized, comprehensive advice and shares their strong
values.
“We were very impressed with Ameriprise and Kuttin Wealth
Management’s approach to financial planning and advice,” said
Teichman, who has 23 years of experience serving clients. “We
wanted a partner who shares our values and dedication to clients.
Kuttin Wealth’s mission, which we agree with wholeheartedly, is
proudly displayed on a wall in their office: to provide financial
advice that brings clients confidence, simplicity, and
success.”
Yearlong due diligence process leads Morgan Stanley advisor
to Ameriprise
Carrell, who manages approximately $50 million in client assets,
was a senior portfolio manager for 16 years before he become a
financial advisor to help individual families and business owners
achieve their financial goals. He was seeking a firm that would
help him grow exponentially and build out a referrable service
model and found that Ameriprise and Kuttin Wealth rose to the
top.
Reflecting on his decision to move firms, Carrell said, “After a
yearlong due diligence process, there was no doubt that Kuttin
Wealth was where I wanted to spend the rest of my career. The team
is known for their attention to detail and personalized service,
and I’m excited to share this culture with my clients.”
“At Kuttin Wealth Management, we’re open for business to
advisors who share our goal of helping more Americans retire with
confidence,” said Kuttin. “We’re rapidly expanding our presence
across the country – in fact, we’ve nearly doubled our footprint in
the last year alone – because advisors see the way we deliver
exceptional service to clients and they want to be part of the next
chapter in our growth story. We’re pleased to bring these elite
practices into our Kuttin Wealth family.”
Ameriprise has continued to attract experienced, productive
advisors, with approximately 1,700 joining the firm in the last 5
years.1 To find out why experienced financial advisors are joining
Ameriprise, visit ameriprise.com/why.
About Kuttin Wealth Management
Jonathan Kuttin is the founder and CEO of Kuttin Wealth
Management, a nationally recognized financial advisory practice of
Ameriprise Financial headquartered in Hauppauge, New York. Kuttin
established the team in 1994 with two other professionals and has
grown Kuttin Wealth Management to more than 80 professionals who
work from multiple offices in and outside New York State. The team,
which has ranked consistently as one of the top advisory practices
in the nation for over 10 years, is one of the largest financial
planning firms on Long Island and manages more than $4.2 billion in
client assets. Matthew Roesser supports the team as their
Ameriprise senior field vice president.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel
confident about their financial future for more than 125 years.
With extensive advisory, 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.
Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and
federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
_____________________________
1 Ameriprise Financial 2020 10-K.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20210920005636/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
Grafico Azioni Ameriprise Financial (NYSE:AMP)
Storico
Da Feb 2024 a Mar 2024
Grafico Azioni Ameriprise Financial (NYSE:AMP)
Storico
Da Mar 2023 a Mar 2024