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Monthly Archives: July 2025

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Finding True Independence: Ameriprise Lifers Managing $2.5 Billion Open an RIA

Article: News, Article: RecruitingBy Jose VianaJuly 25, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

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