Advisors cite personalized support and growth-focused resources at Ameriprise as key factors in their decisions to join
Ameriprise Financial, Inc. recently welcomed two accomplished financial advisors to its independent channel, bringing more than $150 million in combined client assets from Commonwealth Financial Network. Chris Theis, CKA®, FPQP®, based in Millsboro, Delaware, and Michael Thomas, based in Hamilton, Montana, joined Ameriprise following Commonwealth’s acquisition by LPL Financial, reflecting the firm’s ongoing momentum in attracting top advisory talent during times of industry transition.
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For Theis, who manages over $100 million in client assets, the decision to join Ameriprise was driven by a desire for a firm that offers both strong support and a personalized, boutique feel. “I chose Ameriprise because it offers the boutique experience I was looking for, backed by the depth of resources needed to support my practice,” Theis said. “The firm’s client-centric approach closely aligns with my own philosophy of serving clients. The leadership team’s experience, responsiveness, and genuine investment in advisor success made a strong impression from day one.” Theis is supported locally by Client Service Associate and Operations Lead Kristi Osborn, along with Ameriprise Franchise Field Vice President Athena McGuire and Regional Vice President Thomas North, provide local support to ensure the team’s success.
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Meanwhile, Thomas, who brings over $50 million in client assets, was drawn to Ameriprise by the firm’s professionalism, practice management expertise, and integrated technology. “I had reached a point where I needed help managing the growth of my practice,” Thomas explained. “Ameriprise’s practice management team has real experience and a proven track record. Their technology is client-focused, meaning I spend less time on paperwork and more time serving my clients.” Since joining, Thomas has expanded his team by hiring an administrative assistant and is planning future growth through practice acquisitions and onboarding junior advisors. “Joining Ameriprise has proven to be the best decision for my practice,” he added. Thomas is supported locally by Ameriprise Franchise Field Vice President David Call and Regional Vice President Marcus Ranger.
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Brian Mora, Senior Vice President of Experienced Advisor Recruiting at Ameriprise, said, ‘Chris and Michael truly represent the type of advisors who flourish here – those who value personalized support while also benefiting from the scale and resources needed to grow their practices.’. Our value proposition is built around helping advisors accelerate growth, deepen client relationships, and leverage a robust infrastructure backed by leaders genuinely invested in their success. We’re proud to welcome them to the Ameriprise team.”
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