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Advisor Team with Over $300 Million In Assets Joins Ameriprise Financial for Independence, Leadership and Financial Planning Capabilities
Advisor Team with Over $300 Million In Assets Joins Ameriprise Financial for Independence, Leadership and Financial Planning Capabilities

Business Wire

time6 days ago

  • Business
  • Business Wire

Advisor Team with Over $300 Million In Assets Joins Ameriprise Financial for Independence, Leadership and Financial Planning Capabilities

MINNEAPOLIS--(BUSINESS WIRE)--Private wealth advisory practice, Allegiant Private Wealth, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with over $300 million in assets. The practice, located in Ocean City, M.D. is led by Private Wealth Advisor Christine Selzer, CFP ®, and includes Private Wealth Advisors Brian Selzer, CRPC™ and Brody Grove, CFP ®. The move was driven by the team's desire for greater independence and a stronger emphasis on investment management aligned with comprehensive financial planning. 'After two decades of operating within a bank structure, it became clear that our long-term vision was better aligned with an independent model,' said Christine Selzer. 'We were looking for a partner that offers independence, places financial planning front and center, and demonstrates a shared commitment to enhancing the client experience. Ameriprise checked all the boxes.' Selzer also cited the firm's hands-on leadership as a reason for joining. 'The leadership and support teams at Ameriprise are committed to advisors' and clients' success, and we're excited to leverage their expertise.' 'We're energized to now be at a firm where we can run our business on our own terms while staying focused on what matters most – our clients,' Selzer added. Allegiant Private Wealth provides comprehensive advice to clients to help them achieve the goals they have for themselves and their families. The practice includes Administrative Assistant Kendall Holmes and Client Relationship Manager Melanie Konoski. They are supported locally by Ameriprise Franchise Field Vice President Athena McGuire and Ameriprise Regional Vice President Thomas North. Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years 1. To find out why experienced financial advisors are joining Ameriprise, visit About the Ameriprise Ultimate Advisor Partnership The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company's culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years 2. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. 1 Ameriprise Financial Q4 2024 Earnings Release. 2 Company founded June 29, 1894 Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP ® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP ® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.

Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors
Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors

Yahoo

time23-04-2025

  • Business
  • Yahoo

Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors

Award recognizes "advisors that are leading the way." Ranking based on quantitative and qualitative measures that identify the highest standards of best practices. Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition. CHICAGO, April 23, 2025 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that three of its Wealth Advisors, Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP® have been recognized by Forbes as 2025 Best-in-State Wealth Advisors.1 Based on advisor surveys and interviews, the advisors highlighted in the 2025 ranking cumulatively manage approximately $16.7 trillion in assets and stand out for their experience in navigating uncertain times. According to Forbes Top Advisor rankings evaluate quantitative and qualitative data, weighing factors "such as service models, compliance records and industry experience" and focusing on individual advisors that "encompass best practices in their approach to working with clients." "We are incredibly proud of Jordan, Steven, and Brian for their recognition in Forbes' 2025 Top Best-in-State Wealth Advisors list," said Brian Price, CEO of Mesirow Wealth Management. "This recognition highlights each of these Advisor's expertise, dedication, and commitment to providing outstanding client service. We look forward to their continued contributions to the firm." Jordan Scher, AIF® joined Mesirow in 1997 and has over 25 years of experience in the financial services industry. Jordan specializes in comprehensive financial planning and asset management for and serves as a member of the Mesirow Wealth Management Investment Management Committee. Steven N. Mesirow, CFP® joined Mesirow in 1993 and brings more than 30 years of financial services experience to the firm. At Mesirow he offers investment advice and financial planning strategies designed to help accumulate, manage, and preserve wealth for individuals, business owners, and charitable organizations. He is also actively involved in the Jewish United Fund Health and Human Services subcommittee. Brian Lorber, CFP® joined Mesirow in 2010 and has 14 years of experience in the investment industry. He serves as a member of the Mesirow Wealth Management Investment Committee and has also been recognized on Forbes' 2024 Best-in-State Top Next-Gen Wealth Advisors list. As a Barron's Top 100 RIA firm,2 Mesirow Wealth Management offers a differentiated approach that places equal emphasis on 1) customized, comprehensive wealth plans that evolve along with clients' lives and 2) expert investment selection in all markets, including access to traditional stock and bond opportunities as well as alternative investments. Mesirow Wealth Management has more than $12.4 billion in assets under management / assets under advisement,3 and Mesirow overall has $306.2 billion in assets under supervision.4 Learn more about Mesirow Wealth Management. About MesirowMesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. To learn more, visit follow us on LinkedIn and subscribe to Spark, our quarterly newsletter. Mediamediainquiries@ Michael Herley | 203.308.1409 Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. ("MFIUK"), authorized and regulated by the FCA, depending on the jurisdiction. Award recognition disclosures: Each year, Forbes partners with SHOOK Research to evaluate prospective advisors. Evaluation criteria is gathered through telephone, virtual and in-person due diligence interviews, as well as quantitative data. They weigh factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. For the complete list of 2025 Best-in-State Wealth Advisors and methodology, visit 2024 Barron's Top RIAs (Received September 2024 for the year 2023 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron's 2024 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. Assets under management is as of 12.31.2024 and Assets under advisement is as of 9.30.2024. Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. As of 12.31.2024 unless otherwise noted. | 1. "Assets under supervision" includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management ("RAUM") is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $175.23 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $885.03 million, and (iii) alpha strategies $1.57 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a "scaled" AUM, which is higher than the actual ag6gregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2024, the "unscaled" AUM for alpha strategies was $365.38 million. View original content to download multimedia: SOURCE Mesirow Financial Holdings, Inc. Sign in to access your portfolio

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