Ameriprise Financial announced that financial advisor Karen DeBaker, CFP has joined the well-established independent Ameriprise practice Threshold Financial Partners. This team is based in De Pere, Wisconsin, and led by financial advisor Carey Somerville. DeBaker brings ten years of experience as a financial advisor, most recently with Raymond James, and more than $120 million in client assets.
Ameriprise franchise field vice president Brad Sabol and regional vice president Michael Lawson support this team locally.
Ameriprise has continued attracting experienced, productive financial advisors, with over 400 advisors moving their practices to Ameriprise in 2023 and about 1,700 joining the firm in the last five years.
KEY QUOTES:
“I considered several broker-dealers, but Ameriprise and the team at Threshold Financial Partners were a cut above the rest. I felt a great sense of ease after meeting with the team. We share an unwavering commitment to put clients at the forefront of everything we do. Ameriprise offers unparalleled support and resources that will help elevate the way I serve clients.”
“Ameriprise has an impressive track record for client satisfaction – something I’ve witnessed first-hand throughout the transition. The firm also provides extensive product solutions and financial planning capabilities, as well as leading technology resources – all of which will help my clients reach their goals.”
- Karen DeBaker
“We are thrilled to welcome Karen to Ameriprise. Her steadfast values and ability to connect with clients will undoubtedly enhance our practice. I’m excited to see what we can accomplish together.”
- Carey Somerville, financial advisor at Threshold Financial Partners
