Financial Advisor Jeff Impey Joins Ameriprise Financial with $130 Million in Assets
Minneapolis, MN – In a recent business move, financial advisor Jeff Impey, CFP ®, has joined the branch channel of Ameriprise Financial, Inc. (Amp) from LPL Financial in Roseville, California. Impey, who brings with him over $130 million in assets, has made this transition for several reasons.
Personalized Service and Extensive Support
Impey expressed his desire to align himself with a firm that would make it easier to provide more personalized service for his clients. He stated, “I wanted to align with a firm that would make it easier to provide more personalized service for my clients and has practice management resources to help.”
Resources and Partnership
Ameriprise Financial is known for its client-focused approach and extensive support and resources for its financial advisors. With this partnership, Impey will have access to these resources, which will enable him to better serve his clients’ financial needs.
Impact on Individual Clients
For individual clients, this move could mean a more personalized and comprehensive financial planning experience. With access to more resources, Impey will be able to offer a wider range of services and solutions to help his clients achieve their financial goals.
- More personalized financial planning
- Access to a wider range of investment options
- Comprehensive financial solutions
Impact on the Financial Industry
The financial industry as a whole could also see some impact from this move. With more financial advisors making the switch to larger, more resource-rich firms, smaller firms may need to adapt in order to remain competitive.
- Increased competition
- Adoption of new technologies and resources
- Shifts in industry trends
Conclusion
The addition of financial advisor Jeff Impey, CFP ®, to Ameriprise Financial is a significant move that could have far-reaching implications for both individual clients and the financial industry as a whole. With access to extensive resources and a client-focused approach, Impey is well-positioned to offer more personalized financial planning and comprehensive solutions to his clients. Meanwhile, the financial industry will need to adapt in order to remain competitive in the face of this trend towards larger, more resource-rich firms.
As a client, you may benefit from this move in several ways, including more personalized financial planning, access to a wider range of investment options, and comprehensive financial solutions. Stay tuned for further updates on how this trend is shaping the financial industry and what it means for your own financial future.
