Financial advisors Kelly France, CFP, AWMA, and Dan Lotts recently joined the Ameriprise Financial practice River Prairie Wealth Partners. This team is based in Altoona, Wisconsin and is led by Ameriprise Private Wealth Advisor Adam Mohr, CRPC, APMA.
France and Lotts have over 30 years of experience in the industry together, most recently with LPL Financial, and they join the firm with more than $250 million in client assets. Melissa Hass-Goettl, executive assistant, also made the transition to Ameriprise.
River Prairie Wealth Partners employs a team of 29 advisors and 34 support staff who manage $3+ billion in client assets across eight office locations in Minnesota and Wisconsin.
This team is supported locally by Ameriprise Franchise Field Vice President Brad Sabol and Ameriprise Regional Vice President Michael Lawson .
Ameriprise has continued to attract experienced, productive financial advisors, with over 400 advisors moving their practices to Ameriprise last year and approximately 1,700 joining the firm in the last 5 years.
KEY QUOTES:
“We evaluated a variety of firms and the team at River Prairie Wealth Partners rose to the top. Our shared philosophy for helping clients comprehensively, coupled with the vast support and resources of Ameriprise, gave me confidence that we’ll continue to provide a top-of-the-line client experience.”
– Kelly France
“Ameriprise provides impressive technology and sophisticated financial planning tools that allow us to spend less time behind the scenes and more time going deeper with our clients, offering an elevated level of service.”
– Dan Lotts
“Kelly and Dan have a strong reputation in the community and are very well regarded amongst their peers. After meeting with them, it became immediately clear that they’re in this business for same reason we are – to help empower clients to reach their financial goals. We’re thrilled to welcome them to our team.”
– Adam Mohr
