Advisors say positive reactions from clients were a “huge compliment and affirmation of our decision to move our practice to Ameriprise”
Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Flint, Michigan with more than $130 million in client assets.
“We moved to Ameriprise because of our clients,” Kokaly said. “After years of building outstanding client relationships, we found ourselves ready to expand and enhance the experience for the people we serve.”
Kokaly and Reiber are pleased with how the integrated technology and tools at Ameriprise enable them to meet clients’ needs better and faster than ever before. “With the efficiencies we’ve gained, we’re able to spend more time with clients, working hand-in-hand to help them achieve their financial goals,” said Reiber. “That’s the core mission and purpose of our careers, and it’s gratifying to reallocate more time and focus to it.”
Both advisors noted that clients have been highly complimentary of the changes they’ve seen with their move to Ameriprise, which has further affirmed their decision to make the switch. “We are off to an exciting start and we are very eager to see what the future holds for us at Ameriprise,” said Kokaly.
The team is supported locally by Ameriprise regional vice president Trish Moll.
Ameriprise has continued to attract experienced, productive financial advisors, with 340 advisors moving their practices to Ameriprise in 2022 and approximately 1,700 joining the firm in the last 5 years.1 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors2, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2023 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2022 10-K.
2 Ameriprise Financial Q3 2023 Earnings Release.
Allison Harries, Media Relations