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Financial Advisory  + Wealth Management  | 
Ameriprise Financial Adds 3 FA Teams with $1.2B in AUM from RBC

Ameriprise Financial Nabs 3 FAs with $1.2B in AUM from RBC

Ameriprise Financial has added two teams and one advisor from RBC Wealth Management, where they managed roughly $1.2 billion in combined client assets. 

In Colorado, the firm has added Denver-based Vantage Axia Wealth, which is led by advisors Andy Krantz and Corben Gailey, who manage over $280 million in client assets.  

Krantz has been in the industry since 2000 and has been with RBC since 2012; meanwhile, Gailey has been with RBC since the beginning of his financial services career, which started in 2016, according to their BrokerCheck profiles. 

The advisors are joined by Registered Client Service Associate Dominic Occhiuzzo.    

In Virginia, Ameriprise added The GEN Group, which is led by private wealth advisor Matt Lanham and financial advisor Amanda Catalina. 

Lanham entered the financial services industry in 2001 and joined RBC Capital in 2009, while Catalina registered with RBC since entering the industry in 2020, per their BrokerCheck profiles. 

The Vienna, VA-based firm also includes Client Service Associates Nicole Aguinaldo and Ari Aguinaldo and oversees more than $750 million in client assets.  

Ameriprise’s latest advisor is Chad Lewis, who is based in West Des Moines, Iowa, and manages $160 million in client assets. He had been with RBC since he initially registered as a broker and investment advisor in 2019.

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