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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Ameriprise Financial Services

MINNEAPOLIS, MN
CRD: 6363
In PWD coverage since August 20, 2026 · 10 stories
$660BRegulatory AUMSEC Form ADV · Oct 3
14,056EmployeesForm ADV
-3Talent net · 12 months0 in · 3 out
Regulatory AUM · Aug 22 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 0 incoming events · 3 outgoing events
Arrivals
None tracked.
Departures
IronGate Services
Aug 20 · to Osaic
Gabriel Armancas
Aug 21 · to FiNet
Ecclesiastes Wealth Partners
Sep 29 · to Kestra Financial
PWD coverage
Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.
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