Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
“Clients’ priorities are our team’s priorities,” said De Vries, reflecting on the decision. “At Ameriprise, we have the flexibility to operate an independent practice while having the powerful resources from an industry-leading firm to meet and exceed our clients’ high expectations.”
Additionally, De Vries added, “I’ve dedicated my career to serving clients with integrity, and I’m proud to align with Ameriprise. The firm has a positive, nationally recognized brand, and is also committed to giving back and serving local communities well.”
In 2023, he plans to launch “Be the Difference” quarterly events where he will invite clients, staff members, and their families to volunteer at charities that support the Fargo community.
Surety Wealth Group includes financial planning assistant Danelle Bunn, client service specialist Annette McGrath, office administrator Janet Hellman, and office manager Laurie De Vries. Ameriprise franchise field vice president Britt Tappen supports the team.
Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,600 joining the firm in the last 5 years. 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. 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 confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, 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.
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.
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