Integrated Technology and Elevated Client Experience Draws Advisor Team with $260 Million in Assets To Ameriprise Financial

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisory practice, Oakwood Financial Group, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, Inc. with $260 million in client assets. The practice, located in Winter Park, Fla., is led by financial advisor Mike Lloyd, CFP®, CLU®, ChFC®, and includes financial advisor Gregg Mulvany and client service specialist Joel Ingram. The decision to make a move was driven by the team's desire to elevate. ...