{"id":451097,"date":"2021-03-04T13:03:11","date_gmt":"2021-03-04T18:03:11","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=451097"},"modified":"2021-03-04T13:03:11","modified_gmt":"2021-03-04T18:03:11","slug":"advisor-team-with-150-million-in-assets-joins-ameriprise-from-waddell-reed","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-150-million-in-assets-joins-ameriprise-from-waddell-reed\/","title":{"rendered":"Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed<\/b><\/p>\n<p class=\"bwalignc\"><i>The team says clients\u2019 reaction to Ameriprise has been \u2018overwhelmingly positive\u2019<\/i><\/p>\n<p>MINNEAPOLIS&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<b>Tranquil Lakes Investment Advisors<\/b>, a wealth management practice managing $150 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell &amp; Reed in Madison, Wisconsin. The team consists of <b>Jason Hatch, AWMA<sup>\u00ae<\/sup><\/b>, <b>Mark Wood, AAMS<sup>\u00ae<\/sup><\/b> and <b>Frank Janowitsch, APMA<sup>\u00ae<\/sup><\/b>, <b>Mary Weber, MBA,<\/b> and <b>Benjamin Esdaile<\/b>. After their previous firm was acquired, the team thoroughly evaluated the marketplace and found that Ameriprise had the reputation, robust support for advisors and dedicated transition team that made them feel confident in making the move.\n<\/p>\n<p id=\"news-body-cta\">This press release features multimedia. View the full release here: <a href=\"https:\/\/www.businesswire.com\/news\/home\/20210304005902\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210304005902\/en\/<\/a><\/p>\n<div id=\"bwbodyimg\" style=\"width: 480px;float:left;padding-left:0px;padding-right:20px;padding-top:0px;padding-bottom:0px\"><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210304005902\/en\/863298\/4\/TranquilLakes.jpg\" alt=\"Jason Hatch, Mark Wood and Frank Janowitsch with Tranquil Lakes Investment Advisors, a financial advisory practice of Ameriprise Financial. Photo courtesy of Tranquil Lakes.\" \/><\/p>\n<p style=\"font-size:85%\">Jason Hatch, Mark Wood and Frank Janowitsch with Tranquil Lakes Investment Advisors, a financial advisory practice of Ameriprise Financial. Photo courtesy of Tranquil Lakes.<\/p>\n<\/div>\n<p>\nReflecting on the transition, Hatch said, \u201cWe were at an inflection point \u2013 our firm was changing. We prepared clients for the potential that we would move firms, and they liked that we did our research. We looked at the marketplace and found a firm that had a solid reputation and was a good fit for our business and most importantly, our clients. And, their reaction to Ameriprise has been overwhelmingly positive. One client told me, \u2018Congrats, you\u2019re at a great firm and we\u2019re excited for you.\u2019\u201d\n<\/p>\n<p>\nTranquil Lakes evaluated many independent firms against their key criteria. They wanted to affiliate with a firm that prioritizes the client experience, has accessible leaders, provides integrated technology, delivers capabilities for growth, and has a strong brand reputation for integrity and transparency.\n<\/p>\n<p>\n\u201cWe are excited about Ameriprise, their capabilities and our potential for growth,\u201d said Hatch, who has 15 years of experience in the industry. \u201cWe have the opportunity to do more financial planning, expand through purchasing practices, and to continue building out our client experience. We\u2019ve appreciated the transition support to set up our practice the right way, so we can hit the ground running. Their expertise has allowed us to focus on servicing clients rather than transition activities.\u201d\n<\/p>\n<p>\nThe team is supported locally by Ameriprise field vice president <b>Brad Sabol<\/b>. \u201cAmeriprise offers personalized support for advisors. We care about what matters to them, and we are dedicated to delivering the experience each advisor wants for their clients. I\u2019m thrilled to partner with Tranquil Lakes to grow their practice and help more people achieve their financial goals.\u201d\n<\/p>\n<p>\nTranquil Lakes serves a wide variety of clients, including families, professionals, blue collar workers, Wisconsin cranberry growers, and company 401ks.\n<\/p>\n<p>\nMore than 4,300 financial advisors have joined Ameriprise since 2008.<sup>1<\/sup> To find out why experienced financial advisors are joining Ameriprise, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2Fcareers%2Fexperienced-financial-advisors%2F%3Fvanity%3Dwhy&amp;esheet=52390982&amp;newsitemid=20210304005902&amp;lan=en-US&amp;anchor=ameriprise.com%2Fwhy&amp;index=1&amp;md5=68dd585b6f34e55866b4faca215e8f9e\">ameriprise.com\/why<\/a>.\n<\/p>\n<p><b>About Ameriprise Financial<\/b><\/p>\n<p>\nAt Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors&#8217; financial needs. For more information, or to find an Ameriprise financial advisor, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2F&amp;esheet=52390982&amp;newsitemid=20210304005902&amp;lan=en-US&amp;anchor=ameriprise.com&amp;index=2&amp;md5=3bc63ab9051e28b788913ebef292fb37\">ameriprise.com<\/a>.\n<\/p>\n<p>\nAmeriprise Financial Services, LLC is an Equal Opportunity Employer.\n<\/p>\n<p>\nAmeriprise Financial Services, LLC. Member FINRA and SIPC.\n<\/p>\n<p>\n\u00a9 2021 Ameriprise Financial, Inc. All rights reserved.\n<\/p>\n<p><sup>1<\/sup> Company data as of Q2 2020.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210304005902r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20210304005902\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210304005902\/en\/<\/a><\/span><\/p>\n<p>\nStephanie Siegle, Media Relations<br \/>\n<br \/>612.671.2593<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:stephanie.siegle@ampf.com\">stephanie.siegle@ampf.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America Wisconsin Minnesota<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Professional Services Insurance Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210304005902\/en\/749056\/3\/am_f_b_regular.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Photo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210304005902\/en\/863298\/3\/TranquilLakes.jpg\" alt=\"Photo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\">Jason Hatch, Mark Wood and Frank Janowitsch with Tranquil Lakes Investment Advisors, a financial advisory practice of Ameriprise Financial. Photo courtesy of Tranquil Lakes.<\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed The team says clients\u2019 reaction to Ameriprise has been \u2018overwhelmingly positive\u2019 MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211;Tranquil Lakes Investment Advisors, a wealth management practice managing $150 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell &amp; Reed in Madison, Wisconsin. The team consists of Jason Hatch, AWMA\u00ae, Mark Wood, AAMS\u00ae and Frank Janowitsch, APMA\u00ae, Mary Weber, MBA, and Benjamin Esdaile. After their previous firm was acquired, the team thoroughly evaluated the marketplace and found that Ameriprise had the reputation, robust support for advisors and dedicated transition team that made them feel confident in making the move. This press release features multimedia. View the full &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-150-million-in-assets-joins-ameriprise-from-waddell-reed\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-451097","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-150-million-in-assets-joins-ameriprise-from-waddell-reed\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell &amp; Reed The team says clients\u2019 reaction to Ameriprise has been \u2018overwhelmingly positive\u2019 MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211;Tranquil Lakes Investment Advisors, a wealth management practice managing $150 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell &amp; Reed in Madison, Wisconsin. The team consists of Jason Hatch, AWMA\u00ae, Mark Wood, AAMS\u00ae and Frank Janowitsch, APMA\u00ae, Mary Weber, MBA, and Benjamin Esdaile. After their previous firm was acquired, the team thoroughly evaluated the marketplace and found that Ameriprise had the reputation, robust support for advisors and dedicated transition team that made them feel confident in making the move. This press release features multimedia. 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