
Ameriprise Financial Adds Two FAs with $150M in Combined Assets
Ameriprise has lured two financial advisors from Commonwealth Financial Network, who oversee more than $150 million in combined client assets.
Advisor Chris Theis, based in Millsboro, Delaware, manages over $100 million in client assets, and joined Ameriprise Financial because he says Ameriprise is the “best” fit for offering “strong support and a personalized experience.”
Theis is joined by client service associate and head of operations Kristi Osborn. The team is supported by Ameriprise’s franchise field VP Athena McGuire and Ameriprise’s regional VP Thomas North, Ameriprise said.
“I chose Ameriprise because it offers the boutique feel I was looking for, backed by the depth of resources needed to support my practice,” Theis said. “The firm’s client-centric value proposition also closely aligns with my own approach to serving clients.”
Ameriprise Financial also added advisor Michael Thomas, based in Hamilton, Montana, with over $50 million in client assets. Following an in-depth consideration of 15 other firms, Thomas chose Ameriprise Financial because of the firm’s “unmatched professionalism, practice management, and technology.”
Thomas is supported by Ameriprise’s franchise field VP David Call, and Ameriprise’s regional VP Marcus Ranger, Ameriprise said.
“I had reached a point where I needed help managing the growth of my practice,” Thomas said. “Ameriprise’s practice management team has real experience and a proven track record. Their technology is integrated and client-focused, which means less time on paperwork and more time serving my clients.”
Recently, Ameriprise Financial added a Beaumont, TX-based advisor team, which oversaw $480 million in client assets from UBS Financial Services. In June, Ameriprise Financial added Ocean City, MD-based Allegiant Private Wealth, which manages more than $300 million in client assets.
Pictured: Chris Theis (Left) and Michael Thomas (Right)
