Experienced Team With $120 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Operational Efficiency

Core Insights - Loveday Caruso Wealth Management Group has transitioned to the independent channel of Ameriprise Financial, Inc. from LPL Financial, bringing with them $120 million in assets [1] Group 1 - The practice is based in Littleton, Colorado, and is led by private wealth advisor Sean Loveday, along with financial advisor Sarah Caruso and administrative assistant Lori O'Halloran [1] - The decision to join Ameriprise was motivated by a commitment to enhancing their services [1]