advisor with over $210 million in assets joins Ameriprise for Steller reputation and client-centric culture | Company

MINNEAPOLIS–(BUSINESS WIRE)–Nov. 17, 2022–

Ameriprise Financial, Inc. (NYSE: AMP) today announced that John (Carter) Piper, CFP® joined a well-established independent practice of Ameriprise, Foundation Wealth Management. The team is based in Bakersfield, CA and led by financial advisors Lance Mackall and Rick Yanez. Piper brings 25 years of experience as a financial advisor, most recently at Wells Fargo, and over $210 million in client assets. Piper said Ameriprise was her top pick because of the company’s stellar customer-centric reputation and suite of robust technology capabilities.

Advisor joins Ameriprise to better serve its clients

Reflecting on her decision, Piper said, “The reason I moved to Ameriprise was simple: the customer experience is second to none. I knew I needed unparalleled support, strong investment capabilities and a competitive product lineup to take my practice to the next level and consistently deliver excellent service to my clients. Ameriprise delivers on each of these fronts, and more.

Piper added, “I’ve known Mackall and Yanez for years. They run a top notch practice and I have long admired the way they put their clients at the forefront of everything they do. I love how the team works together to serve customers and we all complement each other well. I couldn’t be happier to be part of their team.

Piper is supported by the vice president of Ameriprise Franchise Field Dean O. McGill.

Ameriprise has continued to attract experienced and productive financial advisors, with approximately 1,600 people joining the company over the past 5 years. 1 Nine out of 10 advisors who have joined Ameriprise say the company’s technology, financial planning capabilities, and ability to acquire customers are better than their previous company. 2 To learn why experienced financial advisors join Ameriprise, visit ameriprise.com/why.

About Ameriprise Financial

To Ameriprise Financial, we’ve been helping people feel confident about their financial future for over 125 years. With extensive investment advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors 3, we have the strength and expertise to meet the full spectrum of financial needs individual and institutional investors.

The Certified Financial Planner Board of Standards Inc. holds the CFP ®, CERTIFIED FINANCIAL PLANNER TM and CFP (with flame) certification marks in the United States, which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements .

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 capital and a fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. FINRA and SIPC member.

© 2022 Ameriprise Financial, Inc. All rights reserved.

1 Ameriprise Financial 2021 10-K.

2 Ameriprise asked experienced advisors who transferred their portfolio of business to the company in the last five years to compare its support, resources and capabilities to their previous company and express their satisfaction with their experience . The survey results identified the key ways Ameriprise stands out against its competitors. 294 advisers responded to the “Ultimate Advisor Partnership survey, which was conducted in November 2021.

3 Ameriprise Financial Third Quarter 2022 Earnings Release.

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KEYWORD: MINNESOTA UNITED STATES NORTH AMERICA

SECTOR KEYWORD: PROFESSIONAL SERVICES FINANCE ASSET MANAGEMENT FINTECH CONSULTANCY BANKING ACCOUNTING

SOURCE: Ameriprise Financial, Inc.

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PUBLISHED: 11/17/2022 12:17 PM / DISK: 11/17/2022 12:17 PM

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