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Monday, October 12, 2026The Morning Brief →Sign in
OpinionThe Advisor's NoteThe Advisor's Note

Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group

Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez move from Ameriprise to Wells Fargo FiNet.

By The Advisor's Note DeskMonday, October 12 at 8:04 AM ET

At a glance

15-second brief

  • Wells Fargo Advisors FiNet recruited an 11-advisor team from Ameriprise Financial on Oct. 12 to form Orchard Financial Group, according to our tracking.

  • The team includes Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez.

  • Our tracking does not list transition money, retention terms or an asset base for the move.

Wells Fargo Advisors FiNet recruited an 11-advisor team from Ameriprise Financial on Oct. 12 to form Orchard Financial Group, according to our tracking.

The team includes Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez.

Our tracking does not list transition money, retention terms or an asset base for the move.

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Sources & further reading
Wealth Advisor Daily deal log
In this storyAudre SchmedesScott HardyOrchard Financial GroupEric SmutkoWells Fargo Advisors FiNetKestra Private Wealth ServicesSummit Wealth GroupMichael KawaseAlphaCore Wealth AdvisoryAmeriprise Financial
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