In a notable development for both individual financial advisors and the broader financial services industry, Mila Kisz, MBA, and Roman Kisz, AAMS, CRPS, have made a significant career transition. The duo, who managed an impressive $100 million in client assets while at Edward Jones, recently transitioned to the independent channel of Ameriprise Financial, Inc. (NYSE: AMP). This move is strategically aligned with their aspirations for growth and enhanced service capabilities, particularly as they join an established Ameriprise practice, LegacyOak Advisors, in Simi Valley, California, led by Greg Lewandowski.
Mila and Roman Kisz’s decision to join Ameriprise Financial marks not just a personal milestone, but a strategic redirection in response to their distinct ambitions. The duo had previously collaborated with Lewandowski at Edward Jones, establishing mutual respect and understanding of each other s professional philosophies. Lewandowski’s transition to Ameriprise facilitated an opportunity for the Kiszs to leverage their significant experience and expertise within a platform that promises ample resources and support, allowing them to deepen client relationships and provide enhanced financial planning services.
Ameriprise Financial has been making considerable waves in the financial services sector, showcasing robust growth metrics. According to recent reports, the company’s suppliers recorded an increase in sales by 5.47% year-on-year in Q2 2024, indicating strong demand for the company’s services. Sequentially, sales also grew by 4.91%, demonstrating the firm’s resilience and positive market perception. Moreover, Ameriprise’s suppliers experienced a noteworthy rise in net margin to 8.9% year-on-year. This growth is particularly striking when compared to the previous quarter, where the net margin stood at 4.91%, further emphasizing the company s strengthening financial position and its ability to capitalize on emerging market opportunities.
The Kiszs’ integration into Ameriprise Financial is indicative of a broader trend where financial advisors seek greater independence while tapping into larger institutional infrastructure. By aligning with Ameriprise, the Kiszs can access advanced tools, research capabilities, and a supportive network that enhances their advising capacity and innovative service offerings. This strategic partnership not only enriches their practice but also augments the LegacyOak Advisors team, combining resources and expertise to deliver comprehensive financial solutions to clients.
As they embark on this new chapter, the Kiszs are well-poised to contribute to, and benefit from, the dynamic environment at Ameriprise Financial. Their background in managing substantial assets aligns beautifully with Ameriprise’s vision of growth, ensuring clients receive proficient care backed by a well-rounded advisory team. Such transitions underscore a significant takeaway within the financial advisory landscape: the importance of partnering with firms that support both advisor ambitions and client-centric service delivery.
The Kiszs’ recent career move is met with optimism not only from their clients but also from peers and industry analysts who foresee the potential for growth and improved financial outcomes. With a successful integration into Ameriprise Financial and a keen focus on their clients’ needs, Mila and Roman Kisz are set to redefine their service offering in an evolving financial world.
In summary, the partnership of the Kiszs with Ameriprise Financial not only signifies a strategic alignment towards growth aspirations but also reflects a promising trend in the advisory landscape where expert advisors are leveraging the benefits of larger financial institutions to deliver more effective, comprehensive financial planning services.
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