Advisor Team with $320 Million in Assets Joins Ameriprise Financial for Advisor-Client Experience and Practice Management Tools and Expertise
February 28 2024 - 10:08AM
Business Wire
The team looks forward to “deepening client
relationships and driving efficiencies in our practice with the
programs, tools and support of Ameriprise”
Financial advisors Jim Guthrie CFP®, CRPC™, MBA and
Stephen Rouner recently joined the branch channel of
Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with $320
million in client assets in Tacoma, Washington. The advisors are
joined by Registered Client Service Associate Nick
Vanderlinda and their practice operates under the name
Guthrie Rouner Group.
Guthrie Rouner Group joined Ameriprise Financial for several
reasons:
- Focus on delivering an outstanding advisor-client
experience. “Top of our list was joining a firm fully committed
to the advisor-client experience,” said Guthrie. “The tools and
technology at Ameriprise make the process of working with clients
more efficient and allow for us to build even stronger
relationships.”
- Operational efficiency. “Leveraging the firm’s practice
management tools and systems, we’re able to create efficiencies
that free up more time for us to connect with clients and grow our
business,” shared Rouner.
- Defined career path for staff members who want to become
financial advisors. “The coaching, training and development
programs at Ameriprise provide a clear glide path to help our staff
members transition from support roles to client-facing advisor
roles when they’re ready for that stage of their careers,” said
Guthrie.
- Comprehensive financial planning. “The planning software
at Ameriprise is easy to use, powerful and comprehensive,” said
Rouner. “This capability will allow us to offer a more robust
financial planning experience to clients with less prep time behind
the scenes because of the technology integration across multiple
systems.”
“We look forward to deepening client relationships and driving
efficiencies in our practice with the programs, tools and support
of Ameriprise,” said Guthrie.
Guthrie Rouner Group is supported locally by Ameriprise Branch
Manager David Cook, Ameriprise Complex Director Peter
Groeschel and Ameriprise Regional Vice President Jamie
Frisone.
Ameriprise Financial has continued to attract experienced,
productive financial advisors, with approximately 1,700 joining the
firm in the last 5 years.1 Nine out of ten advisors who joined
Ameriprise say the firm’s technology, financial planning
capabilities and ability to acquire clients is better than their
previous firm.2 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 130 years.
With extensive investment advice, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors3, 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board)
owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™
certification mark, and the CFP® certification mark (with plaque
design) logo in the United States, which it authorizes use of by
individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.
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.
©2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2022 10-K. 2 Ameriprise asked experienced
advisors who moved their book of business to the firm in the last
one-to-five years to compare its support, resources, and
capabilities to their previous firm and state their satisfaction
with their experience. The survey results identified the top ways
Ameriprise stands out compared to competitors. 294 advisors
responded to the “Ultimate Advisor Partnership” survey, which was
conducted in November 2021. 3 Ameriprise Financial Q3 2023 Earnings
Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240228245279/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
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