Business
Advisory Team With Over $140 Million in Assets Joins Ameriprise Financial for Deeper Planning Capabilities and a More Personalized Client Experience
MINNEAPOLIS, April 20, 2026--Financial advisory practice Fair Oaks Wealth Management recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in York, Pa., where they managed more than $140 million in client assets. The practice is led by financial advisor Bob Halbert CFP®, AAMS®, CRPS™, and includes financial planning specialist Deborah Purpora and office manager and marketing coordinator Bonnie Dietz.
About this update from Ameriprise Financial, Inc.
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