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Wealth Advisor Daily
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Wednesday, October 7, 2026The Morning Brief →Sign in
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Ameriprise Financial Services

MINNEAPOLIS, MN
CRD: 6363
In network coverage since August 20, 2026 · 10 stories
$660BRegulatory AUMSEC Form ADV · Oct 3
14,056EmployeesForm ADV
-3Talent net · 12 months0 in · 3 out
Regulatory AUM · Aug 22 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 0 incoming events · 3 outgoing events
Arrivals
None tracked.
Departures
IronGate Services
Aug 20 · to Osaic
Gabriel Armancas
Aug 21 · to FiNet
Ecclesiastes Wealth Partners
Sep 29 · to Kestra Financial
Network coverage
Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.
The Close · Sep 20The talent war's next front is inside the recordkeeper
Features · Sep 20The Breakaway Business Has Split in Two
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
move · Sep 17Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points
the_wrap · Aug 27Liftouts Turn Inward as Independents Raid Their Own
Moves · Aug 26LPL and Raymond James land $470M, but the platform is the pitch
Features · Aug 23FiNet's bank-team raid redraws the independent channel
Moves · Aug 21FiNet wins back a UBS team and adds an Ameriprise practice
Moves · Aug 20Osaic lands Sarsfield father-son team with a $367M book
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