25-Year Industry Veteran Brings $140 Million in Assets to Ameriprise Financial

Financial advisor Ben Fogarty joins Ameriprise from LPL Financial to “deliver even greater value to clients”

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Ben Fogarty, MBA, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with nearly $140 million in assets. The 25-year industry veteran, based in Omaha, Nebraska, cited the firm’s robust technology platform, seamless online client experience, and its supportive, client-focused culture as key reasons for his move.

“The technology, products and resources at Ameriprise will allow me to deliver even greater value to clients,” said Fogarty. “I’m particularly excited to offer a more personalized, comprehensive financial planning experience to clients, especially as many of them approach retirement.”

“Watching clients achieve their financial goals is the most rewarding part of my job and I’m thrilled that the firm’s tools and support will help even more of them realize those goals,” added Fogarty. “I look forward to staying at Ameriprise for the remainder of my career and helping my clients for years to come.”

Fogarty is joined by registered client service associate Karla O’Fallon. They are supported locally by Ameriprise Complex Director Christopher Knust.

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 more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors², we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

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.

¹ Ameriprise Financial 2023 10-K.

² Ameriprise Financial Q1 2024 Earnings Release.

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