A New Chapter for Financial Advisors Mila and Roman Kisz
In a recent business move, financial advisors Mila Kisz and Roman Kisz have joined the independent channel of Ameriprise Financial, Inc. after spending years at Edward Jones. Mila holds an MBA, while Roman is an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Plans Specialist (CRPS). Together, they managed a impressive $100 million in client assets.
From Edward Jones to Ameriprise: A Familiar Collaboration
The Kisz’s new journey began with a familiar face. They joined an established Ameriprise practice, LegacyOak Advisors, in Simi Valley, Calif., led by financial advisor Greg Lewandowski. The trio had previously worked together at Edward Jones before Lewandowski made the move to Ameriprise.
A Growing Team at LegacyOak Advisors
With their addition, LegacyOak Advisors continues to expand, offering clients a diverse range of financial expertise and personalized service. The team’s commitment to putting clients’ needs first aligns with Ameriprise’s mission and values.
Impact on Clients: Continuity and Enhanced Expertise
For their clients, this transition means continuity in their financial planning relationships. Mila and Roman’s expertise in managing large assets adds another dimension to the practice, providing clients with even more comprehensive financial solutions.
Impact on the Financial Industry: Independent Channels and Growth
This move is a reflection of the growing trend towards independent financial channels. Financial advisors are increasingly choosing to join larger firms like Ameriprise to access more resources, expand their offerings, and better serve their clients. As more advisors make this shift, the financial industry will continue to evolve.
A Bright Future Ahead
Mila, Roman, and Greg’s collaboration is a testament to the power of teamwork and the desire to provide the best possible financial advice to their clients. The future looks bright for this dynamic team as they embark on this new chapter with Ameriprise Financial.
- Financial advisors Mila and Roman Kisz have joined Ameriprise Financial from Edward Jones.
- They bring $100 million in client assets and join Greg Lewandowski’s practice, LegacyOak Advisors.
- This move reflects the growing trend towards independent financial channels.
- The team’s expansion adds more expertise and continuity for clients.
Conclusion
Mila and Roman Kisz’s transition to Ameriprise Financial is an exciting development for both the advisors and their clients. Their addition to Greg Lewandowski’s practice, LegacyOak Advisors, brings enhanced expertise and continuity to the team. This move also highlights the growing trend towards independent financial channels, as advisors seek to better serve their clients with more resources and expanded offerings.
As we watch this dynamic team continue to grow and thrive, we are reminded of the importance of adaptability and collaboration in the ever-evolving financial industry. We wish Mila, Roman, and Greg the very best in their new chapter with Ameriprise Financial.
