Ameriprise Financial Attracts $160M Advisor Team for Integrated Planning Capabilities and Service Support

martes, 25 de noviembre de 2025, 1:09 pm ET1 min de lectura
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Harpland Financial Management, a financial advisory practice with over $160 million in assets, has joined Ameriprise Financial from Wells Fargo Clearing Services. The team, led by Peter Horton and Serena Sneeringer, cited Ameriprise's advanced technology, integrated planning tools, and dedicated client service support as key reasons for the move. The practice aims to leverage Ameriprise's advisor succession and mentoring programs to ensure continuity and foster future talent. Ameriprise has attracted over 1,700 experienced financial advisors in the past 5 years.

Ameriprise Financial Attracts $160M Advisor Team for Integrated Planning Capabilities and Service Support

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