{"id":959886,"date":"2026-05-07T11:06:07","date_gmt":"2026-05-07T15:06:07","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-practice-with-140-million-in-assets-joins-ameriprise-financial-for-enhanced-client-experience-and-long-term-continuity\/"},"modified":"2026-05-07T11:06:07","modified_gmt":"2026-05-07T15:06:07","slug":"advisor-practice-with-140-million-in-assets-joins-ameriprise-financial-for-enhanced-client-experience-and-long-term-continuity","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/advisor-practice-with-140-million-in-assets-joins-ameriprise-financial-for-enhanced-client-experience-and-long-term-continuity\/","title":{"rendered":"Advisor Practice With $140 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Long-Term Continuity"},"content":{"rendered":"

<\/p>\n

Advisor Practice With $140 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Long-Term Continuity<\/b><\/p>\n

Strickoff Financial Services joins The Atlantic Group, an established Ameriprise practice based in Boca Raton, Fla., as part of a long-term succession and transition plan<\/i><\/b><\/p>\n

MINNEAPOLIS–(BUSINESS WIRE<\/a>)–Strickoff Financial Services, LLC<\/b>, led by Kive Strickoff, CPA, AIF\u00ae<\/sup><\/b>, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from Commonwealth Financial Network where the team managed nearly $140 million in client assets. Strickoff, along with his long-time client service associates Rhonda Sossner<\/b> and Colleen Barbato<\/b>, have joined The Atlantic Group<\/b>, a well-established Ameriprise financial advisory practice led by founding partners Andrew Lerner, APMA\u2122, AWMA\u2122, CFP\u00ae<\/sup>, ChFC\u00ae<\/sup><\/b>, and Logan Shalmi APMA\u2122<\/b> in Boca Raton, Fla.<\/p>\n

\nThe move reflects a deliberate decision by Strickoff to thoughtfully position his practice, and his clients, for the long term. As a solo practitioner, he sought a firm and team that shared his planning-focused, client-first philosophy while offering the scale, resources and continuity needed to support his clients well into the future.<\/p>\n

\nThrough the Ameriprise External Practice Acquisition Program<\/a>, local Ameriprise field leadership worked with Strickoff to identify a practice that shared his values and service standards. Ameriprise leaders facilitated introductions with several highly qualified advisory teams, and The Atlantic Group ultimately emerged as the best fit for Strickoff, his team and the clients they serve.<\/p>\n

\n\u201cThe decision to transition my practice was not one I took lightly,\u201d said Strickoff. \u201cAfter meeting with local leadership and engaging in a thoughtful evaluation process, it became clear that Ameriprise and The Atlantic Group shared my values around client care, continuity and long-term growth. The resources, culture, and people ultimately set the firm apart.\u201d<\/p>\n

\nAmong the reasons Strickoff chose Ameriprise and The Atlantic Group:<\/p>\n