Business
Integrated Technology and Elevated Client Experience Draws Advisor Team with $260 Million in Assets To Ameriprise Financial
MINNEAPOLIS, October 08, 2025--Financial advisory practice, Oakwood Financial Group, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, Inc. with $260 million in client assets. The practice, located in Winter Park, Fla., is led by financial advisor Mike Lloyd, CFP®, CLU®, ChFC®, and includes financial advisor Gregg Mulvany and client service specialist Joel Ingram.
About this update from Ameriprise Financial, Inc.
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":480,"height":210,"url":"https://media.zenfs.com/en/business-wire.com/aef4f2579fdf87e3f0ca235b33d1ab3d"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/ZNBB25uMB.ch_S9y6CdBrw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTQyMDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/aef4f2579fdf87e3f0ca235b33d1ab3d","width":480,"height":210}},"lazy":false},{"type":"text","content":"Mike Lloyd of Oakwood Financial Group says the integrated technology at Ameriprise is "already transforming how we operate and engage with our clients"","length":161,"tagName":"p","attribs":{}},{"type":"text","content":"MINNEAPOLIS, October 08, 2025--(BUSINESS WIRE)--Financial advisory practice, Oakwood Financial Group, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, Inc. with $260 million in client assets. The practice, located in Winter Park, Fla., is led by financial advisor Mike Lloyd, CFP®, CLU®, ChFC®, and includes financial advisor Gregg Mulvany and client service specialist Joel Ingram.","length":446,"tagName":"p"},{"type":"text","content":"The decision to make a move was driven by the team’s desire to elevate their technology capabilities and deliver a more seamless, modern experience for clients. As they considered their options, Ameriprise quickly rose to the top.","length":230,"tagName":"p"},{"type":"text","content":""The professionalism and care we experienced when meeting with leaders at Ameriprise made a lasting impression. It was clear they were genuinely interested in understanding our practice and supporting our long-term success." said Lloyd. "The more we learned about the firm – the technology, the culture, the support – the more confident we became that this was the right move."","length":397,"tagName":"p"},{"type":"text","content":"Lloyd also highlighted the welcoming and collaborative atmosphere of their local Ameriprise branch office as a key part of the decision. "The culture here is incredibly supportive," he said. "It’s a place where advisors are encouraged to grow and lean on one another. That kind of environment makes a real difference, both for us and for our clients."","length":371,"tagNam...