{"id":596959,"date":"2026-04-21T05:15:11","date_gmt":"2026-04-21T05:15:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/596959\/"},"modified":"2026-04-21T05:15:11","modified_gmt":"2026-04-21T05:15:11","slug":"advisory-team-with-over-140-million-in-assets-joins-ameriprise-financial-for-deeper-planning-capabilities-and-a-more-personalized-client-experience","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/596959\/","title":{"rendered":"Advisory Team With Over $140 Million in Assets Joins Ameriprise Financial for Deeper Planning Capabilities and a More Personalized Client Experience"},"content":{"rendered":"

MINNEAPOLIS–(BUSINESS WIRE<\/a>)–Financial advisory practice Fair Oaks Wealth Management recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in York, Pa., where they managed more than $140 million in client assets. The practice is led by financial advisor Bob Halbert CFP\u00ae, AAMS\u00ae, CRPS\u2122, and includes financial planning specialist Deborah Purpora and office manager and marketing coordinator Bonnie Dietz.<\/p>\n

\nHalbert and team chose to affiliate with Ameriprise to bring their long\u2011term vision for Fair Oaks Wealth Management to life \u2013 one centered on delivering a more personalized client experience, deepening financial planning relationships, and creating meaningful, generational impact for the families they serve.<\/p>\n

\n\u201cWith the transition to Ameriprise, we\u2019re able to truly build a distinctive personal brand and client experience that reflects who we are and how we serve,\u201d said Halbert. \u201cWe\u2019re now able to deliver more thoughtful, customized financial plans \u2013 supported by expanded planning capabilities and a culture that values personalization. With Ameriprise, it feels like the sky\u2019s the limit.\u201d<\/p>\n

\nHalbert also highlighted how increased flexibility and scalability at Ameriprise enable him to serve both clients and his team with even greater intention. \u201cThe ability to scale my practice in a meaningful way was incredibly important,\u201d he said. \u201cAs we grow, I\u2019m excited about the career development opportunities this creates for our team \u2013 giving each member the chance to pursue the areas they\u2019re most passionate about. That flexibility empowers us to innovate, elevate our client experience, and ultimately make a positive difference for everyone connected to our practice.\u201d<\/p>\n

\n\u201cIn simple terms, we\u2019re now able to do more for our clients,\u201d Halbert added. \u201cIt\u2019s our responsibility to listen, learn and develop plans that reflect each client\u2019s unique goals. Now, with the expanded capabilities, resources and support of Ameriprise, we\u2019re better able to meet clients where they are and help them achieve what matters most, both today and for generations to come.\u201d<\/p>\n

\nFair Oaks 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 Matthew Roesser and Ameriprise Regional Vice President Tom North.<\/p>\n

\nAmeriprise 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<\/a>.<\/p>\n

\nAbout the Ameriprise Ultimate Advisor Partnership<\/p>\n

\nThe Ameriprise Ultimate Advisor Partnership<\/a> offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company\u2019s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.<\/p>\n

\nAbout Ameriprise Financial<\/p>\n

\nAt Ameriprise Financial<\/a>, 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.<\/p>\n

\n1 Ameriprise Financial Q4 2025 Earnings Release.
\n
2 Company founded June 29, 1894<\/p>\n

\nAmeriprise Financial cannot guarantee future financial results.<\/p>\n

\nAmeriprise Financial Services, LLC is an Equal Opportunity Employer.<\/p>\n

\nInvestment 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.<\/p>\n

\nInvestment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.<\/p>\n

\nSecurities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.<\/p>\n

\n\u00a92026 Ameriprise Financial, Inc. All rights reserved.<\/p>\n","protected":false},"excerpt":{"rendered":"MINNEAPOLIS–(BUSINESS WIRE)–Financial advisory practice Fair Oaks Wealth Management recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:…\n","protected":false},"author":2,"featured_media":596960,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":{"0":"post-596959","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-personal-finance","10":"tag-personalfinance"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/596959","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=596959"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/596959\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/596960"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=596959"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=596959"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=596959"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}