Advisor Team with Over $525 Million in Assets Joins Ameriprise Financial for Independence and Client-Focus
Ameriprise Financial(AMP) Businesswire·2024-01-31 17:30
MINNEAPOLIS--(BUSINESS WIRE)--Pacific Crest Planning, a wealth management practice managing over $525 million in client assets, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from RBC Capital Markets, LLC in Kennewick, Wash. Private wealth advisor Ryan Sullivan CFP®, CLU®, ChFC® leads the team, which includes private wealth advisor Kyle Blodgett, CFP®, financial advisors Niles Gale and Landra Macy, and four support staff members. Pacific Crest Planning chose Ameriprise ...