Experienced Advisory Team With More Than $110 Million in Assets Joins Ameriprise Financial for Enhanced Digital Client Experience and Practice Growth

Pinnacle Wealth Management joins the independent channel of Ameriprise from LPL Financial

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisory practice Pinnacle Wealth Management recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with more than $110 million in assets. The practice, based in Lafayette, La, is led by private wealth advisor Vincent Lauer, and includes financial advisor Hank Morvant and support staff member Emily Currier.

The team, who has more than 55 combined years of industry experience, chose to join Ameriprise to elevate the client experience and improve operational efficiency through the firm’s advanced technology and service offerings.

“Ameriprise offers the right combination of technology, service, and support to help us deliver deeper, more personalized advice,” said Vincent Lauer, Private Wealth Advisor at Pinnacle Wealth Management. “The firm’s integrated platform brings everything together in one place, allowing us to spend less time managing systems and more time focused on our clients.”

“The transition has gone smoothly, with overwhelmingly positive client feedback,” Lauer added. “Clients appreciate how easily they can see, understand, and engage with their full financial picture. With the digital capabilities and support of Ameriprise behind us, we’re well positioned to grow our business while elevating the experience we provide to our clients.”

Pinnacle Wealth Management provides comprehensive advice to clients to help them achieve the goals they have for themselves and their families. The practice is supported locally by Ameriprise Franchise Field Vice President Kevin Sevlie and Ameriprise Regional Vice President Mike Barker.

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 2025 Earnings Release.
² Company founded June 29, 1894

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.

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