Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities
Businesswire·2026-04-08 22:35

公司动态 - 财务顾问Jeff Flamm和Kevin Smith近期从Key Investment Services, LLC转投至Ameriprise Financial, Inc的独立渠道 他们此前管理的客户资产规模为1.4亿美元 [1] - 这两位财务顾问加入了一个名为Beyond Wealth Advisors的现有Ameriprise业务部门 该部门是一个私人财富咨询业务 由财务顾问Joshua Lake领导 [1] - Beyond Wealth Advisors在俄亥俄州辛辛那提、代顿地区以及印第安纳州里士满设有办公室 [1]

Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities - Reportify