Ameriprise Financial announced that Financial Advisor Nathan Brown, AAMS, CRPC, CRPS, recently joined the firm’s branch channel from Edward Jones with nearly $150 million in assets. His practice is based in Kalamazoo, Michigan and includes Client Service Associate Kelli Besser.
Brown joined Ameriprise for its technology platform and enhanced financial planning capabilities. And this team is supported locally by Ameriprise Branch Manager Rob Schauer, Ameriprise Complex Director Mark Kirchner and Ameriprise Regional Vice President Mitch Doren.
Ameriprise continued to bring in productive financial advisors, with over 400 advisors moving their practices to Ameriprise in 2023 and about 1,700 joining the firm in the last 5 years.
KEY QUOTES:
“It became clear that I needed more from my broker-dealer to continue serving my clients well, especially when it came to technology. The firm’s innovative capabilities and solutions have helped me go deeper on advice with clients while providing them with an elevated level of service.”
“Clients have been overwhelmingly positive about our move to Ameriprise. It’s evident my clients truly see and feel the positive change. I’m in this business to help my clients achieve their financial goals to the best of my ability. Ameriprise provides me with the support and resources to exceed their expectations.”
– Nathan Brown
