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In Donelson v. Ameriprise Financial Services, Inc., the Eighth Circuit ordered class-action allegations in a putative securities fraud class action stricken on the pleadings under Rule 12(f) of the Federal Rules of Civil Procedure and directed the matter to arbitration.
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Ameriprise employee completes program, West Central Initiative offers fellowship, Marco expands shed business 2:00 pm, May 14, 2021 ×
Ameriprise Financial employee receives counselor designation
Justin Thoennes, a financial advisor for Ameriprise Financial Services, Inc. in Alexandria, has achieved the professional designation of a chartered retirement planning counselor through the College of Financial Planning.
Thoennes – who works with the private wealth advisory practice Steidl, Benzinger, Tatge, Seifert & Engebretson – completed the coursework and test requirements that covered pre-and post-retirement needs, asset management and estate planning.
Thoennes graduated from St. Cloud State University with a finance degree and has been working with Ameriprise since July 2020.
Steidl, Benzinger, Tatge, Seifert & Engebretson provides financial advice anchored in an understanding of client needs and provided in one-on-one relationships with clients.
Quantum Advisory Group Has New Office Location In Chattanooga Tuesday, May 4, 2021
The team at Quantum Advisory Group
Dustin Morgan, CRPC, a financial advisor with Quantum Advisory Group, a financial advisory practice of Ameriprise Financial Services, Inc., has moved their office to a new location at 7047 Lee Hwy., Suite 309.
“We take pride in working with our clients to provide a comprehensive financial plan that is unique to each one of their goals, said Dustin Morgan, financial advisor and franchise owner of Quantum Advisory Group. Our practice continues to grow as we help more clients plan for their futures.
As a financial advisor, Quantum Advisory Group provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients, said officials.