Advisor Team With Over $160 Million in Assets Joins Ameriprise Financial for Integrated Planning Capabilities and Service Support
Houston-based team, Harpland Financial Management, joins the branch channel of Ameriprise Financial from Wells Fargo
Financial advisory practice, Harpland Financial Management, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from Wells Fargo Clearing Services, Inc. with more than $160 million in client assets. The practice, located in Houston, Texas, includes financial advisors Peter Horton, CFP®, CEPA® and Serena Sneeringer, and client service associate Micah Horton, AIF®.
The team joined Ameriprise to benefit from the firm's advanced technology, integrated planning tools, and extensive service support, all aimed at enhancing the experience they deliver to clients.
"We were drawn to Ameriprise for its cutting-edge technology and comprehensive planning platform that streamlines our daily operations and gives us more time to focus on what matters most – our clients," said Sneeringer. "We've been impressed with how much easier it is to collaborate with clients using these capabilities, allowing us to model a range of strategies with clear, easy-to-understand illustrations that help them make decisions with confidence."
In addition, the team sought strong, dedicated client service support. "Ameriprise offers the depth of resources we need, including the ability to add a paraplanner to our team," Horton noted. "This dedicated support allows us to spend more time delivering personalized advice and strengthening client relationships."
The team is also eager to leverage Ameriprise's advisor succession and mentoring programs to ensure continuity and foster future talent. "These programs give us confidence that our clients will always be cared for, while also creating opportunities to mentor the next generation of financial professionals," Sneeringer explained. "We believe Ameriprise positions us to grow and serve our core clients – business owners, executives, and retirees – with excellence. It's about building a lasting legacy for our practice and the people we serve."
Harpland Financial Management is supported locally by Ameriprise Complex Director Thomas Harris and Ameriprise Regional Vice President Mitch Doren.
Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.1 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
About the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company's culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years2. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
1 Ameriprise Financial Q4 2024 Earnings Release.
2 Company founded June 29, 1894
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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Allison Harries, Media Relations
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