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Ameriprise Financial Services
MINNEAPOLIS, MN
CRD: 6363
In PWD coverage since August 20, 2026 · 3 stories
$660BRegulatory AUMSEC Form ADV · Aug 21
14,056EmployeesForm ADV
-2Talent net · 12 months1 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -2 · 1 arrivals · 3 departures
Advisor
Jun 30 · team liftout
Arrivals
Chad Sarsfield
Aug 20 · from Royal Alliance
Departures
Gabriel Armancas
Aug 22 · to Wells Fargo Advisors Financial Network (FiNet)
Gabriel Armancas
Aug 21 · to Wells Fargo Advisors FiNet
Chad Sarsfield
Aug 20 · to Osaic
PWD coverage
Features
FiNet's bank-team raid redraws the independent channel
A $1 billion Truist liftout and a UBS team land at Wells Fargo FiNet in one day, making the broker-dealer the fast exit from the employee channel.