{"id":763085,"date":"2023-06-12T11:49:08","date_gmt":"2023-06-12T15:49:08","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-brings-his-250-million-practice-to-ameriprise-joining-forces-with-fellow-advisor\/"},"modified":"2023-06-12T11:49:08","modified_gmt":"2023-06-12T15:49:08","slug":"advisor-brings-his-250-million-practice-to-ameriprise-joining-forces-with-fellow-advisor","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-brings-his-250-million-practice-to-ameriprise-joining-forces-with-fellow-advisor\/","title":{"rendered":"Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor"},"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 Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor<\/b><\/p>\n<p class=\"bwalignc\"><b><i>Michael Schwartz left Cetera to join Iron Birch Advisors, an established practice led by Ameriprise advisor Gregory Manto, whom he has known for more than 25 years<\/i><\/b><\/p>\n<p>MINNEAPOLIS&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nFinancial advisor <b>Michael Schwartz,<\/b><b>CFP<sup>\u00ae<\/sup><\/b> and team recently brought their practice to the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Cetera Advisor Networks, LLC with nearly $250 million in client assets. Schwartz and team joined an established Ameriprise practice in New York City, Iron Birch Advisors, which is led by Ameriprise private wealth advisor <b>Gregory Manto, CRPC<\/b><b>\u2122,<\/b><b> APMA<\/b><b>\u2122<\/b>.<\/p>\n<p>\nIron Birch Advisors was established in 2018 and manages over $700 million in client assets. The New York City-based team includes 20 financial advisors and seven support staff members.<\/p>\n<p>\nSchwartz and Manto have known each other for more than 25 years and share similar values, starting with their deep commitment to serving clients. The two referred clients to one another for years given Manto\u2019s focus on complex financial planning and Schwartz\u2019s expertise in accounting. After two decades, they found the right synergies were in place for them to work together in an official capacity, leveraging the capabilities and support offered by Ameriprise.<\/p>\n<p>\n\u201cJoining Greg and Ameriprise gives me access to financial planning capabilities, industry-leading technology and a wide-array of products that are already helping me elevate the experience and value I provide for clients,\u201d said Schwartz, reflecting on his move. \u201cI\u2019ve always been impressed with Greg\u2019s business and reputation, so the decision to join his practice was an easy one.\u201d<\/p>\n<p>\nManto agreed, saying, \u201cWe share the same focus, which is to help clients build and sustain wealth, and confidently achieve the goals that matter most to them. Michael is a stand-up person, and I\u2019m thrilled to welcome him to the team.\u201d<\/p>\n<p>\nThe team is supported locally by Ameriprise franchise field vice president <b>Matthew Roesser<\/b>.<\/p>\n<p>\nAmeriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.<sup>1<\/sup> Nine out of ten advisors who joined Ameriprise say the firm\u2019s technology, financial planning capabilities and ability to acquire clients is better than their previous firm.<sup>2<\/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=53418703&amp;newsitemid=20230612855649&amp;lan=en-US&amp;anchor=ameriprise.com%2Fwhy&amp;index=1&amp;md5=2e1dc00c3bcc5da1a6f4f64fe3146a87\">ameriprise.com\/why<\/a>.<\/p>\n<p><b>About Ameriprise Financial<\/b><\/p>\n<p>\nAt <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2F&amp;esheet=53418703&amp;newsitemid=20230612855649&amp;lan=en-US&amp;anchor=Ameriprise+Financial&amp;index=2&amp;md5=2b4b5a019e64b9e6f31ccf0f086837ca\">Ameriprise Financial<\/a>, we have been helping people feel more confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors<sup>3<\/sup>, we have the strength and expertise to serve the full range of individual and institutional investors&#8217; financial needs.<\/p>\n<p>\nAmeriprise Financial cannot guarantee future financial results.<\/p>\n<p>\nAmeriprise Financial Services, LLC is an Equal Opportunity Employer.<\/p>\n<p><b>Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.<\/b><\/p>\n<p>\nAmeriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor\u2019s practice fee schedule. Your fees and financial advisor may be subject to change.<\/p>\n<p>\nFinancial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.<\/p>\n<p>\nThe initial consultation provides an overview of financial planning concepts. You will not receive written analysis and\/or recommendations.<\/p>\n<p>\nInvestment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.<\/p>\n<p>\nAmeriprise Financial Services, LLC. Member FINRA and SIPC.<\/p>\n<p>\n\u00a92023 Ameriprise Financial, Inc. All rights reserved.<\/p>\n<p><sup>1<\/sup> Ameriprise Financial 2022 10-K.<\/p>\n<p><sup>2<\/sup> Ameriprise asked experienced advisors who moved their book of business to the firm in the last one-to-five years to compare its support, resources, and capabilities to their previous firm and state their satisfaction with their experience. The survey results identified the top ways Ameriprise stands out compared to competitors. 294 advisors responded to the <i>\u201cUltimate Advisor Partnership<\/i>\u201d survey, which was conducted in November 2021.<\/p>\n<p><sup>3<\/sup> Ameriprise Financial Q3 2022 Earnings Release.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230612855649r1&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\/20230612855649\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20230612855649\/en\/<\/a><\/span><\/p>\n<p>\nAllison Harries, Media Relations<br \/>\n<br \/>612.678.7035<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:allison.h.harries@ampf.com\">allison.h.harries@ampf.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America Minnesota<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Asset Management 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\/20230612855649\/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<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor Michael Schwartz left Cetera to join Iron Birch Advisors, an established practice led by Ameriprise advisor Gregory Manto, whom he has known for more than 25 years MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211; Financial advisor Michael Schwartz,CFP\u00ae and team recently brought their practice to the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Cetera Advisor Networks, LLC with nearly $250 million in client assets. Schwartz and team joined an established Ameriprise practice in New York City, Iron Birch Advisors, which is led by Ameriprise private wealth advisor Gregory Manto, CRPC\u2122, APMA\u2122. Iron Birch Advisors was established in 2018 and manages over $700 million in client assets. The New York City-based &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-brings-his-250-million-practice-to-ameriprise-joining-forces-with-fellow-advisor\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor&#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-763085","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor - 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-brings-his-250-million-practice-to-ameriprise-joining-forces-with-fellow-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor Michael Schwartz left Cetera to join Iron Birch Advisors, an established practice led by Ameriprise advisor Gregory Manto, whom he has known for more than 25 years MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211; Financial advisor Michael Schwartz,CFP\u00ae and team recently brought their practice to the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Cetera Advisor Networks, LLC with nearly $250 million in client assets. Schwartz and team joined an established Ameriprise practice in New York City, Iron Birch Advisors, which is led by Ameriprise private wealth advisor Gregory Manto, CRPC\u2122, APMA\u2122. Iron Birch Advisors was established in 2018 and manages over $700 million in client assets. 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(NYSE: AMP) from Cetera Advisor Networks, LLC with nearly $250 million in client assets. Schwartz and team joined an established Ameriprise practice in New York City, Iron Birch Advisors, which is led by Ameriprise private wealth advisor Gregory Manto, CRPC\u2122, APMA\u2122. Iron Birch Advisors was established in 2018 and manages over $700 million in client assets. 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