{"id":456064,"date":"2021-03-11T09:51:03","date_gmt":"2021-03-11T14:51:03","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=456064"},"modified":"2021-03-11T09:51:03","modified_gmt":"2021-03-11T14:51:03","slug":"client-friendly-technology-brings-11-person-advisor-team-to-ameriprise","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/client-friendly-technology-brings-11-person-advisor-team-to-ameriprise\/","title":{"rendered":"Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise"},"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>Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise<\/b><\/p>\n<p class=\"bwalignc\"><i>Bob Ross says Ameriprise \u2018hands down has the best client experience technology\u2019 out of the independent firms the team evaluated<\/i><\/p>\n<p>MINNEAPOLIS&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<b>Integrity Financial<\/b>, a wealth management practice managing $200 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Next Financial Group. <b>Bob Ross, CFP<sup>\u00ae<\/sup>, CKA<sup>\u00ae<\/sup><\/b> is the lead financial advisor on the team and is joined by his business partner <b>Craig King, CPA<sup>\u00ae<\/sup>, CKA<sup>\u00ae<\/sup>,<\/b> financial advisors <b>Terence Hagedorn, CKA<sup>\u00ae<\/sup><\/b>and<b> Matthew Caton<\/b>, office manager <b>Nancy Vesel, MBA<\/b>, and support staff <b>Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, <\/b>and<b> Gwen Nolan. <\/b>The team, located in Independence, Ohio, decided to move to Ameriprise for a better digital client experience.\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\/20210311005655\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210311005655\/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\/20210311005655\/en\/864720\/4\/IntegrityFinancial.jpg\" alt=\"Bob Ross, Terence Hagedorn and Matthew Caton with Integrity Financial, a financial advisory practice of Ameriprise Financial. Photo courtesy of Integrity Financial.\" \/><\/p>\n<p style=\"font-size:85%\">Bob Ross, Terence Hagedorn and Matthew Caton with Integrity Financial, a financial advisory practice of Ameriprise Financial. Photo courtesy of Integrity Financial.<\/p>\n<\/div>\n<p>\n\u201cAmeriprise hands down has the best client experience technology, and we\u2019re excited to tap into its power to take our client service model to the next level,\u201d said Ross, who has over 30 years of experience as a wealth advisor. \u201cClients like how easy it is to access their accounts, see their goals and progress in a single digital view, and review all their investments in one consolidated statement. As advisors, we appreciate how Ameriprise\u2019s technology platform gives us a clear, comprehensive picture of clients\u2019 financial situations and goals in just a few clicks.\u201d\n<\/p>\n<p>\nThe team evaluated many options. They wanted a firm that honors advisor independence, has a robust technology platform with client-friendly tools, and supports advisors who serve clients with Biblical principles. Ross and his team first seriously considered Ameriprise after engaging with a firm representative at a Kingdom Advisors Annual Conference in 2019 and discovering that the firm delivers on their criteria.\n<\/p>\n<p>\n\u201cOur mission is to help clients align their principles with their investments and financial plan, as appropriate. I\u2019m looking forward to engaging with other advisors in Ameriprise\u2019s Christian Franchise Advisor Network who are also committed to serving clients with Christian principles front and center,\u201d said Ross.\n<\/p>\n<p>\nIntegrity Financial was founded in 1991. The team is supported locally by Ameriprise senior field vice president <b>Bill Cupach.<\/b><\/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=52394722&amp;newsitemid=20210311005655&amp;lan=en-US&amp;anchor=ameriprise.com%2Fwhy&amp;index=1&amp;md5=bd17d0e32c59c65f65e357539dc8e347\">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=52394722&amp;newsitemid=20210311005655&amp;lan=en-US&amp;anchor=ameriprise.com&amp;index=2&amp;md5=c362713b478ff8901333fe3c54195f83\">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<hr \/>\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=20210311005655r1&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\/20210311005655\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210311005655\/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> Minnesota United States North America<\/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\/20210311005655\/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\/20210311005655\/en\/864720\/3\/IntegrityFinancial.jpg\" alt=\"Photo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\">Bob Ross, Terence Hagedorn and Matthew Caton with Integrity Financial, a financial advisory practice of Ameriprise Financial. Photo courtesy of Integrity Financial.<\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise Bob Ross says Ameriprise \u2018hands down has the best client experience technology\u2019 out of the independent firms the team evaluated MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211;Integrity Financial, a wealth management practice managing $200 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Next Financial Group. Bob Ross, CFP\u00ae, CKA\u00ae is the lead financial advisor on the team and is joined by his business partner Craig King, CPA\u00ae, CKA\u00ae, financial advisors Terence Hagedorn, CKA\u00aeand Matthew Caton, office manager Nancy Vesel, MBA, and support staff Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, and Gwen Nolan. The team, located in Independence, Ohio, decided to move to Ameriprise for a better &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/client-friendly-technology-brings-11-person-advisor-team-to-ameriprise\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise&#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-456064","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>Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise - 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\/client-friendly-technology-brings-11-person-advisor-team-to-ameriprise\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise Bob Ross says Ameriprise \u2018hands down has the best client experience technology\u2019 out of the independent firms the team evaluated MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211;Integrity Financial, a wealth management practice managing $200 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Next Financial Group. Bob Ross, CFP\u00ae, CKA\u00ae is the lead financial advisor on the team and is joined by his business partner Craig King, CPA\u00ae, CKA\u00ae, financial advisors Terence Hagedorn, CKA\u00aeand Matthew Caton, office manager Nancy Vesel, MBA, and support staff Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, and Gwen Nolan. 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Bob Ross, CFP\u00ae, CKA\u00ae is the lead financial advisor on the team and is joined by his business partner Craig King, CPA\u00ae, CKA\u00ae, financial advisors Terence Hagedorn, CKA\u00aeand Matthew Caton, office manager Nancy Vesel, MBA, and support staff Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, and Gwen Nolan. 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