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Advisor with $130 Million Joins Ameriprise from LPL to Meet Clients' Unique Needs and Create Practice Efficiencies

1. Jeff Impey joined Ameriprise with $130 million in assets. 2. Impey values Ameriprise for personalized client service and resources. 3. Over 400 advisors moved to Ameriprise in 2024, indicating growth. 4. Impey's clients are excited about new opportunities at Ameriprise. 5. Ameriprise's Ultimate Advisor Partnership enhances advisor growth and client experience.

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FAQ

Why Bullish?

The successful onboarding of high-value advisors like Impey reflects a growing client base that could enhance revenues, similar to past advisor migration trends benefiting the firm.

How important is it?

The article highlights significant advisor movements and positive client sentiments, which are crucial for AMP's long-term strategic positioning.

Why Long Term?

Sustained growth through advisor retention and influx implies long-term positive effects, as historically seen with increased financial advisor practices enhancing firm performance.

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AMP
MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Jeff Impey, CFP ®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with $130 million in assets in Roseville, California. Impey joined Ameriprise for the opportunity to partner with a client-focused firm that offers extensive support and resources. “I wanted to align with a firm that would make it easier to provide more personalized service for my clients and has practice management resources to help me create efficiencies,” said Impey. “Ameriprise delivers these capabilities and much more. The firm’s commitment to continuous innovation and improvement gives me confidence that I’ll be able to meet my clients’ unique needs, while saving time.” The move has been met with enthusiasm by Impey’s clients, who appreciate the new offerings and seamless transition to Ameriprise. “My clients are excited and look forward to the new opportunities and services at Ameriprise,” Impey shared. “The transition has been incredibly smooth, and I’m excited about the future of my practice.” With more than 18 years of experience in the financial services industry, Impey provides comprehensive advice to clients to help them achieve the goals they have for themselves and their families. Impey’s practice is supported by his long-time Client Service Associate Bettie Jelks. The practice is supported locally by Ameriprise Complex Director Kable Doria and Ameriprise Regional Vice President James Frisone. Ameriprise has continued to attract experienced, productive financial advisors, with more than 400 advisors moving their practices to Ameriprise in 2024 and approximately 1,700 joining the firm in the last 5 years.1 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why. About the Ameriprise Ultimate Advisor Partnership The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors2, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. 1 Ameriprise Financial 2024 10-K. 2 Ameriprise Financial Q4 2024 Earnings Release. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.

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