News releases

Minneapolis – July 28, 2020 – A team of financial advisors who manage $367 million in client assets recently joined the employee channel of Ameriprise Financial Inc. (NYSE: AMP) from Morgan Stanley. The team, called The Falldin-Mattson Group, is led by advisor John Falldin, a 37-year industry veteran, and includes John’s son Joe Falldin, who is new to the industry, Jim Mattson, a 34-year industry veteran, Jim’s son James Mattson, a 6-year advisor and registered client service associate Abby Dority. The advisors were looking for a firm with strong values, national brand recognition, and a proven track record of helping advisors grow their businesses the way they want. For this team, growth means establishing a family practice and having the resources and support to bring in more business organically and via practice acquisitions.

Minneapolis – July 15, 2020 – Ameriprise Financial (NYSE: AMP) has been named among the country’s “Best Places to Work for Disability Inclusion” by the American Association of People with Disabilities (AAPD) and Disability:IN. The company scored 90 percent on the Disability Equality Index^® (DEI), which is widely regarded as the most comprehensive benchmark for measuring disability inclusion in U.S. workplaces.

Minneapolis – July 9, 2020 – Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial (NYSE: AMP). Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused on supporting the advisor-client relationship and can help them deliver even more value to clients even during challenging circumstances.

Minneapolis – July 7, 2020 – Financial Advisor Divisha Kapur, ChFC^®, recently returned to the franchise channel of Ameriprise Financial (NYSE: AMP) after spending 23 years at Hantz Financial Services and Vestax Securities. Kapur, who manages $105 million in client assets in Bingham Farms, Michigan, started her career with Ameriprise in 1993. She left Ameriprise in 1997 because she wanted more flexibility in the way she managed her practice. Fast forward to May 2020 and Kapur made the decision to rejoin Ameriprise because the firm was supportive of her vision to build a family office that clients can rely on for every decision in their financial journey – from tax planning to investments to sustaining wealth between generations and beyond. Ameriprise offers flexibility to form alliances with CPAs, has a broad product platform and industry-leading technology and tools, all of which will help make her vision a reality. 

Minneapolis – June 15, 2020 – Ameriprise Financial (NYSE: AMP) today announced it is rolling out home lending solutions to further serve clients’ comprehensive and long-term financial needs. Through a new partnership with Embrace Home Loans, Ameriprise clients will have access to mortgage products and services to complement the personalized advice they receive from their Ameriprise financial advisors. Additionally, the new relationship provides Ameriprise clients with competitive interest rates, no application fees, a streamlined application process and a dedicated loan consultant from pre-qualification to closing.