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Advisor Team With Over $160 Million in Assets Joins Ameriprise Financial for Integrated Planning Capabilities and Service Support
Businesswire· 2025-11-25 18:04
Core Insights - Harpland Financial Management has transitioned to Ameriprise Financial, Inc. from Wells Fargo Clearing Services, Inc. with over $160 million in client assets [1] Group 1: Company Transition - The financial advisory practice, Harpland Financial Management, is now part of the branch channel of Ameriprise Financial, Inc. [1] - The team includes financial advisors Peter Horton, CFP®, CEPA® and Serena Sneeringer, along with client service associate Micah Horton, AIF® [1] Group 2: Benefits of Transition - The move to Ameriprise is aimed at leveraging the firm's advanced technology and resources [1]