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

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  • Private wealth advisor Kevin King, JD, CFP®, AAMS®, CPWA®, joined the independent channel of Ameriprise Financial from Edward Jones in Idaho Falls, Idaho, where he managed approximately $160 million in client assets.
  • King cited enhanced client experience & ease of business, comprehensive financial planning capabilities, & expanded solutions for high-net-worth clients as the three key reasons for the move.
  • The decision was driven by Ameriprise's user-friendly client portal, Online Security Guarantee, access to MoneyGuide®, & sophisticated tools for direct indexing, estate planning, & tax solutions.
  • King reports a positive transition with clients appreciating the new online portal & enhanced tools, stating the move confirmed that "the grass truly is greener."
  • Supported locally by Ameriprise Franchise Field Vice President David Call & Regional Vice President Marcus Ranger, King aims to add new office locations to grow his practice.
  • Ameriprise has attracted approximately 1,700 experienced financial advisors in the last five years through its Ultimate Advisor Partnership, which emphasizes independence & growth acceleration.
  • The press release notes Ameriprise has served investors for over 130 years & operates a nationwide network of more than 10,000 financial advisors.