Advisor Team With Over $525 Million in Assets Joins Ameriprise Financial for Independence and Client-Focus
February 02, 2024
February 02, 2024
MINNEAPOLIS, Minnesota, Feb. 2 -- Ameriprise Financial, a provider of investment advice, asset management and insurance capabilities, issued the following news release:
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(R), CLU(R), ChFC(R) leads the team, which inclu . . .
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(R), CLU(R), ChFC(R) leads the team, which inclu . . .