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Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

MINNEAPOLIS--(BUSINESS WIRE)-- Private wealth advisor Kevin King JD, CFP®, AAMS®, CPWA®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Idaho Falls, Idaho, where he managed approximately $160 million in client assets.

King wasn’t initially looking to make a move but says he was compelled to reconsider after evaluating Ameriprise’s capabilities. “I’m consistently focused on doing what’s best for my clients,” he said. “Once I saw what Ameriprise has to offer and how they continually invest in improving the client

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Experienced Advisor with $160 Million in Assets Joins Ameriprise Financial to Expand Capabilities and Grow Client Impact

Mon, 20 Jul 2026 14:30:00 -0400

Kevin King says joining Ameriprise showed him “the grass truly is greener”

Form 13F-HR/A AMERIPRISE FINANCIAL For: Mar 31

Fri, 17 Jul 2026 10:26:00 -0400

si-local-file:///var/storage/secattach/20260717/26782778.html

Form 13F-HR/A AMERIPRISE FINANCIAL For: Mar 31

Fri, 17 Jul 2026 10:26:00 -0400

si-local-file:///var/storage/secattach/20260717/26782778.html

Form 13F-HR/A AMERIPRISE FINANCIAL For: Mar 31

Fri, 17 Jul 2026 10:23:00 -0400

si-local-file:///var/storage/secattach/20260717/26782763.html

Form 13F-HR/A AMERIPRISE FINANCIAL For: Mar 31

Fri, 17 Jul 2026 10:23:00 -0400

si-local-file:///var/storage/secattach/20260717/26782763.html

Experienced Advisory Team With $470 Million in Assets Joins Ameriprise Financial for Long-Term Growth and Client-Focused Culture

Thu, 16 Jul 2026 11:06:00 -0400

Sher Jeshiva Group joins the branch channel of Ameriprise from Wells Fargo Clearing Services

MINNEAPOLIS--(BUSINESS WIRE)-- Sher Jeshiva Group, a financial advisory practice, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC with $470 million in client assets. The practice, located in Melville, N.Y. and Naples, Fla., is led by financial advisors Glen Sher, CRPC™, AAMS® and Michael Jeshiva, CRPC™ and includes financial advisor Philip Basile and registered client service associate Kathryn Acer-Richard.

Looking to build on their success, the team chose a firm whose culture, technology and advisor support

Experienced Advisory Team With $470 Million in Assets Joins Ameriprise Financial for Long-Term Growth and Client-Focused Culture

Thu, 16 Jul 2026 11:06:00 -0400

Sher Jeshiva Group joins the branch channel of Ameriprise from Wells Fargo Clearing Services

Looking to build on their success, the team chose a firm whose culture, technology and advisor support

Experienced Advisory Team With $470 Million in Assets Joins Ameriprise Financial for Long-Term Growth and Client-Focused Culture

Thu, 16 Jul 2026 11:06:00 -0400

Sher Jeshiva Group joins the branch channel of Ameriprise from Wells Fargo Clearing Services

Looking to build on their success, the team chose a firm whose culture, technology and advisor support

Experienced Advisory Team With $470 Million in Assets Joins Ameriprise Financial for Long-Term Growth and Client-Focused Culture

Thu, 16 Jul 2026 11:06:00 -0400

Sher Jeshiva Group joins the branch channel of Ameriprise from Wells Fargo Clearing Services

Looking to build on their success, the team chose a firm whose culture, technology and advisor support

Experienced Advisory Team With $470 Million in Assets Joins Ameriprise Financial for Long-Term Growth and Client-Focused Culture

Thu, 16 Jul 2026 11:06:00 -0400

Sher Jeshiva Group joins the branch channel of Ameriprise from Wells Fargo Clearing Services

Looking to build on their success, the team chose a firm whose culture, technology and advisor support