Kevin King says joining Ameriprise showed him "the grass truly is greener"

Private wealth advisor Kevin King JD, CFP^®, AAMS^®, CPWA^®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Edward Jones in Idaho Falls, Idaho, where he managed approximately $160 million in client assets.

King wasn’t initially looking to make a move but says he was compelled to reconsider after evaluating Ameriprise’s capabilities. "I’m consistently focused on doing what’s best for my clients," he said. "Once I saw what Ameriprise has to offer and how they continually invest in improving the client experience, it became an easy decision to move so I can deliver an even higher level of service."

King cited three key reasons for joining Ameriprise:

Enhanced client experience and ease of doing business: "Ultimately, my decision came down to what’s best for my clients. The firm makes it easy for clients to work with me and for me to serve them efficiently. When I saw how user-friendly the firm’s client portal was, I knew I wanted to join. I also appreciate the Online Security Guarantee, which provides my clients with a level of protection they didn’t have before."
Comprehensive financial planning capabilities: "Financial planning has always been at the core of my practice. Ameriprise offers access to robust tools like the most comprehensive version of MoneyGuide^® and other advanced financial planning tools. These capabilities allow me to better help clients achieve their goals and elevate the level of advice I provide."
Expanded solutions for high-net-worth clients: "I was also drawn to the ability to better serve my high-net-worth clients and those with complex needs. Now with access to capabilities like direct indexing and more sophisticated estate and tax planning solutions, I can more easily serve these clients and deliver even stronger outcomes."

King is energized about the future of his practice and the opportunities ahead. "I’m most excited about being able to serve my clients at an even higher level while continuing to grow my practice," he said. "The support and growth opportunities at Ameriprise are unparalleled. This move has opened the door for greater possibilities for my practice, including adding new office locations someday."

He added that the transition has been overwhelmingly positive for both him and his clients. "The move has gone even better than expected. Many of my clients have thanked me for moving and have shared how much they appreciate the ease of the online portal and the enhanced tools and capabilities," said King. "It's rare that a move lives up to the hope that ‘the grass is greener,’ but this experience absolutely has."

King 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 David Call and Ameriprise Regional Vice President Marcus Ranger.

Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years¹. 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 2025 10-K

²Company founded June 29, 1894

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

MoneyGuide is a trademark of MoneyGuide, Inc. MoneyGuide is not affiliated with Ameriprise Financial, Inc.

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.

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Allison Harries, Media Relations

612.678.7035

allison.h.harries@ampf.com