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Experienced Team With $120 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Operational Efficiency
MINNEAPOLIS--(BUSINESS WIRE)--Financial advisory practice Loveday Caruso Wealth Management Group recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with $120 million in assets. The practice, based in Littleton, Colo., is led by private wealth advisor Sean Loveday, ChFC®, CLU®, and includes financial advisor Sarah Caruso and administrative assistant Lori O'Halloran. The team's decision to join Ameriprise was driven by their commitment to enhancin.
