Minnesota Team with $250 Million Joins Ameriprise to Provide “Best-in-Class Experience” for Clients
21 Ottobre 2021 - 6:00PM
Business Wire
Within their first month at Ameriprise, the
team has retained nearly all their clients and acquired new
ones
Christensen Wealth Advisory Group, a wealth management
practice managing in excess of $250 million in client assets in
Edina, Minnesota, joined the branch channel of Ameriprise
Financial, Inc. (NYSE: AMP) from Wells Fargo. Private Wealth
Advisor Jeremy Christensen leads the team, which includes
financial advisors Bruce Olson and Anthony Tsakakis,
and registered client service associate Cheryl Larsen. The
team evaluated the marketplace for more than two years before
deciding on Ameriprise, which they chose for its extensive client
experience, financial planning, and practice management
capabilities.
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Christensen Wealth Advisory Group, a
wealth management practice in Edina, Minnesota, joined the branch
channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo.
(Photo courtesy of Christensen Wealth Advisory Group.)
The team has already seen a positive benefit from moving to
Ameriprise. Within the first month, they retained the majority of
their assets by servicing and deepening relationships with their
loyal clients and acquiring new clients who are excited about their
relationship with Ameriprise.
Reflecting on the transition, Christensen said, “We appreciate
the opportunity to partner with the branch’s leadership and various
support teams at Ameriprise to offer the best experience for our
clients. The firm delivered what we were looking for, which is a
harmonious environment that allows us to do business with clients
the way we want to and has extensive support and resources to help
us be successful.”
Christensen Wealth Advisory Group evaluated many firms against
their key criteria and found Ameriprise to be the best fit. They
wanted to affiliate with a firm with solid values, strong brand
recognition, robust financial planning capabilities, and a wide
investment platform. The team also values the practice management
tools and systems to create efficiencies.
The team appreciated that Ameriprise is headquartered in nearby
Minneapolis. “We are off to an unbelievable beginning due to the
tremendous loyalty we have with our clients, and we’re excited
about the future,” said Christensen.
The team serves a wide variety of clients in Minnesota and
across the U.S., many of whom have been with them for 20 years or
more. They are supported by branch manager Adam Lukens.
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 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.
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version on businesswire.com: https://www.businesswire.com/news/home/20211021005760/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
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