{"id":949917,"date":"2026-04-08T11:27:43","date_gmt":"2026-04-08T15:27:43","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/"},"modified":"2026-04-08T11:27:43","modified_gmt":"2026-04-08T15:27:43","slug":"advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/","title":{"rendered":"Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }\n.bwlistdisc { list-style-type: disc }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 $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities <\/b><\/p>\n<p class=\"bwalignc\"><b><i>Jeff Flamm and Kevin Smith join Beyond Wealth Advisors, an established Ameriprise Financial practice led by financial advisor Joshua Lake <\/i><\/b><\/p>\n<p>MINNEAPOLIS&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nFinancial advisors <b>Jeff Flamm<\/b> and <b>Kevin Smith<\/b> recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, <b>Beyond Wealth Advisors<\/b>, a private wealth advisory practice led by financial advisor <b>Joshua Lake CFP<sup>\u00ae<\/sup>, CRPC<sup>\u2122<\/sup>, APMA<sup>\u00ae<\/sup><\/b>, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind.<\/p>\n<p>\nFlamm and Smith were seeking more ownership in their business, the opportunity to deliver a deeper financial planning experience, and a team\u2011based environment that would elevate the service they provide to clients. As they began to explore a transition, a long-time former colleague at Beyond Wealth Advisors put them in touch with Lake \u2013 and the connection was immediate.<\/p>\n<p>\n\u201cFrom our very first conversation with Josh, it was clear that Ameriprise and Beyond Wealth Advisors offered exactly what we were looking for,\u201d said Smith. \u201cThis move provides us both the independence to run our practice the way we want and the support of an experienced, highly collaborative team and sophisticated firm that enhances the value we can provide to clients.\u201d<\/p>\n<p>\nFlamm and Smith outlined several key reasons for making the move:<\/p>\n<ul class=\"bwlistdisc\">\n<li><b>Comprehensive Financial Planning:<\/b> \u201cWe were looking for a deeper, more holistic planning approach. Ameriprise provides the robust planning tools and capabilities that fully align with how we want to help clients pursue their goals,\u201d said Flamm.\n<\/li>\n<li><b>Independence:<\/b> \u201cWe wanted the resources of a large, established firm, along with autonomy and greater ownership of our business,\u201d said Smith. \u201cAmeriprise gives us the best of both worlds \u2013 allowing us to operate independently while leveraging the firm\u2019s powerful tools, technology and support.\u201d\n<\/li>\n<li><b>Collaborative Team Environment: <\/b>\u201cWe\u2019re excited to be part of such a talented and experienced team and firm,\u201d said Flamm. \u201cWe look forward to learning from our colleagues, sharing our experience and continuing to expand the value we deliver to clients.\u201d\n<\/li>\n<li><b>Long-Term Continuity:<\/b> Flamm added, \u201cAs we look ahead to the long-term future of our practice, joining Beyond Wealth and Ameriprise gives us the opportunity to thoughtfully plan for continuity \u2013 including identifying the right successor when the time comes \u2013 ensuring our clients continue receiving the same high-quality service they\u2019ve always known.\u201d\n<\/li>\n<\/ul>\n<p>\nBoth advisors highlighted the smoothness of the transition process as a key indicator that they made the right move. \u201cThe transition has gone incredibly smoothly,\u201d said Flamm. \u201cOur clients have appreciated how seamless everything has been, which has only reinforced for us that this was the right decision.\u201d<\/p>\n<p>\nLake shared his confidence in the value Flamm and Smith bring to the firm and his practice. \u201cBeyond Wealth Advisor\u2019s mission is to provide clear, personalized guidance that empowers clients to live the life they envision. Jeff and Kevin embody these values. Their commitment to meaningful advice, strong relationships, and thoughtful planning aligns perfectly with our culture,\u201d he said. \u201cWe\u2019re excited to have them on the team and confident they will make a significant impact on our clients and the continued growth of our practice at Ameriprise.\u201d<\/p>\n<p>\nBeyond Wealth Advisors includes 11 financial advisors and 11 support staff who manage more than $1.1 billion in combined client assets. The practice is supported locally by Ameriprise Franchise Field Vice President <b>Matthew Curtis <\/b>and Ameriprise Regional Vice President <b>Trish Moll<\/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> 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=54485594&amp;newsitemid=20260408699503&amp;lan=en-US&amp;anchor=ameriprise.com%2Fwhy&amp;index=1&amp;md5=030d1d9e4c768fee486e4df261b02800\">ameriprise.com\/why<\/a>.<\/p>\n<p><b>About the Ameriprise <i>Ultimate Advisor Partnership<br \/>\n<br \/><\/i><\/b>The Ameriprise <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2Fcareers%2Fexperienced-financial-advisors&amp;esheet=54485594&amp;newsitemid=20260408699503&amp;lan=en-US&amp;anchor=Ultimate+Advisor+Partnership&amp;index=2&amp;md5=c0343bba38119a706df4c29034a2424a\"><i>Ultimate Advisor Partnership<\/i><\/a> offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company\u2019s culture of support and independence, the <i>Ultimate Advisor Partnership <\/i>enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.<\/p>\n<p><b>About Ameriprise Financial<br \/>\n<br \/><\/b>At <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2F&amp;esheet=54485594&amp;newsitemid=20260408699503&amp;lan=en-US&amp;anchor=Ameriprise+Financial&amp;index=3&amp;md5=369f266302bd39e2152494f5f0d60366\">Ameriprise Financial<\/a>, we have been helping people feel confident about their financial future for more than 130 years<sup>2<\/sup>. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors&#8217; financial needs.<\/p>\n<p><sup>1<\/sup> Ameriprise Financial Q4 2025 Earnings Release.<\/p>\n<p><sup>2 <\/sup>Company founded June 29, 1894<\/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>\nInvestment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.<\/p>\n<p>\nSecurities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.<\/p>\n<p>\n\u00a92026 Ameriprise Financial, Inc. All rights reserved.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260408699503r1&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\/20260408699503\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260408699503\/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> Minnesota United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Asset Management Professional Services 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\/20260408699503\/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 Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities Jeff Flamm and Kevin Smith join Beyond Wealth Advisors, an established Ameriprise Financial practice led by financial advisor Joshua Lake MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211; Financial advisors Jeff Flamm and Kevin Smith recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, Beyond Wealth Advisors, a private wealth advisory practice led by financial advisor Joshua Lake CFP\u00ae, CRPC\u2122, APMA\u00ae, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind. Flamm and Smith were seeking more ownership in their business, the opportunity &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities&#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-949917","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities - 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-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities Jeff Flamm and Kevin Smith join Beyond Wealth Advisors, an established Ameriprise Financial practice led by financial advisor Joshua Lake MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211; Financial advisors Jeff Flamm and Kevin Smith recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, Beyond Wealth Advisors, a private wealth advisory practice led by financial advisor Joshua Lake CFP\u00ae, CRPC\u2122, APMA\u00ae, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind. 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(NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, Beyond Wealth Advisors, a private wealth advisory practice led by financial advisor Joshua Lake CFP\u00ae, CRPC\u2122, APMA\u00ae, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind. Flamm and Smith were seeking more ownership in their business, the opportunity &hellip; Continue reading \"Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/","og_site_name":"Market Newsdesk","article_published_time":"2026-04-08T15:27:43+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260408699503r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities","datePublished":"2026-04-08T15:27:43+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/"},"wordCount":885,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260408699503r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-team-with-140-million-in-assets-joins-ameriprise-financial-for-greater-client-experience-independence-and-planning-capabilities\/","name":"Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities - 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