Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Business Wire
Jeff Flamm and Kevin Smith join Beyond Wealth Advisors, an established Ameriprise Financial practice led by financial advisor Joshua Lake MINNEAPOLIS--(BUSINESS WIRE)--Financial advisors Jeff Flamm and Kevin Smith recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, Beyond Wealth Advisors, a private wealth advisory practice led by financial advisor Joshua Lake CFP®, CRPC™, APMA®, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind.Flamm and Smith were seeking more ownership in their business, the opportunity to deliver a deeper financial planning experience, and a team-based environment that would elevate the service they provide to clients. As they began to explore a transition, a long-time former colleague at Beyond Wealth Advisors put them in touch with Lake – and the connection was immediate.
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AMP
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AMP
Earnings
- 1/29/26 - Beat
AMP
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/20/26 - Form DEFA14A
- 3/20/26 - Form ARS
- AMP's page on the SEC website