Financial advisor Michael Walstien has recently joined the branch channel of Ameriprise Financial from UBS Financial Services with $150 million in assets in Wayzata, Minnesota.
Walstien made the move to Ameriprise for the reasons mentioned in the key quotes below. And Walstien is being joined by client service associate Kaeli Williams. They are supported locally by Ameriprise Complex Director Adam Lukens and Ameriprise Regional Vice President Mitch Doren.
Ameriprise continued to attract experienced and productive financial advisors, with more than 400 advisors moving their practices to Ameriprise in 2023 and approximately 1,700 joining the firm in the last 5 years.
KEY QUOTES:
“First and foremost, I was looking to provide an enhanced experience for my clients. Ameriprise has the support, tools, and systems to bring our client offering to the next level.”
“The firm’s longtime focus and expertise in financial planning will allow my clients broader access to resources and comprehensive advice.”
“Ameriprise invests in technology, tools and services that make it more efficient for advisors to run their businesses, while offering a streamlined digital experience for clients.”
“I love the culture here at Ameriprise and in our branch office. It’s truly a collaborative, team atmosphere where everyone is empowered to excel in their careers.”
“Ameriprise said they had the expertise, dedicated resources, and supportive culture to facilitate my transition well, and they did not disappoint. The move is going extraordinarily well, and my clients have been extremely supportive and pleased with the change.”
— Michael Walstien
