Business
Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities
MINNEAPOLIS, April 08, 2026--Financial advisors Jeff Flamm and Kevin Smith recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, Beyond Wealth Advisors, a private wealth advisory practice led by financial advisor Joshua Lake CFP®, CRPC™, APMA®, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind.
About this update from Ameriprise Financial, Inc.
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