Ameriprise Financial: Advisor with nearly $100 million in assets joins Ameriprise for customer focus, innovative technology and growth potential

MINNEAPOLIS – April 12, 2022 – Financial Advisor Irene Sommer recently joined Wells Fargo Advisors’ Ameriprise Financial, Inc. (NYSE: AMP) branch network in Minnetonka, Minnesota with nearly $100 million in client assets. Sommer was drawn to Ameriprise’s customer focus, innovative technology, and balance of freedom and support to run her practice according to her goals.

Sommer began exploring a move two years ago. She narrowed down her options to two branches and two independent firms and evaluated them thoroughly against her criteria: a firm with a client-focused culture, a positive reputation, an innovative technology platform and the right balance between freedom and support to serve its customers. Good. After meeting the Ameriprise branch manager Adam Luken and connecting with many of the company’s executive leaders at a special event for potential advisors in Minneapolis, she found Ameriprise to be the best fit.

“My decision was where I can best advise clients and Ameriprise was the obvious choice,” said summer. “The company’s values, including their strong commitment to clients, are paramount. You can see this in the way Ameriprise continually invests in technology for clients and advisors, provides personalized executive support, and updates available a wide range of products to take care of customer needs.”

Joining Ameriprise was best for Sommer and his unique customer base.
Sommer’s clientele is primarily made up of retirees, farmers, business owners and pre-retirees. She felt confident moving her practice to Ameriprise knowing that the company’s culture and values ​​matched those of her clients. Sommer is supported by a Customer Service Associate Blythe Bitmanwho has been with Ameriprise for 10 years and is adept at moving business efficiently, setting up client accounts to suit their preferences, and serving clients with utmost care.

Prior to joining Ameriprise, Sommer feared relocating because she takes her role in supporting clients’ financial goals very seriously. Once she found the right company, she found the transition process manageable. Reflecting on her transition experience, summer said: “The transition has been smooth so far, and I am confident that I made the decision that was in the best interest of my clients and mine. Several of my clients have seen the advertisements of ‘ Ameriprise detailing the company’s accolades and told me they ‘I’m proud to be here.’

Lucens said, “Ireen is the epitome of an advisor who is in a great position to excel at Ameriprise: a compassionate advisor who has longstanding relationships with clients and who wants to grow to help more families achieve financial success. As leaders, we are here to join forces with her and all of our advisors to support their growth ambitions.”

Ameriprise continued to attract experienced and productive advisors, with approximately 1,600 people joining the company over the past 5 years.[1] To learn why experienced financial advisors join Ameriprise, visit ameriprise.com/why.

About Ameriprise Financial
At Ameriprise Financial, we’ve been helping people feel confident in their financial future for over 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of around 10,000 financial advisors, we have the strength and expertise to meet the full range of financial needs of individual investors. and institutional.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Ameriprise Financial Services, LLC. FINRA and SIPC member.

© 2022 Ameriprise Financial, Inc. All rights reserved.

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[1] Ameriprise Financial 2020 10-K.