Indie Wars: Ameriprise Lands $250 Million LPL Team in Washington, D.C.

Ameriprise Financial has reeled in an independent team that managed $250 million in client assets from LPL Financial amid an ongoing

Ameriprise Financial has reeled in an independent team that managed $250 million in client assets from LPL Financial amid an ongoing recruiting battle.

The Washington, D.C.-based team, Monumental Financial Planning, is led by 22-year advisor John J. Cortale, according to an announcement Monday. The team, which joined Ameriprise on May 15, also includes advisors John Martin Moran and Nina A. Kamrani as well as two client associates.  They produced $2.4 million in annual revenue, Cortale said.

�What attracted us to Ameriprise is that they have more focused resources on higher net worth and complex planning,� Cortale wrote. �Also, clients will have much better online experience with Ameriprise.�

Find out more at AdvisorHub

Recent Posts
Upstart Ampersand Partners Lands UBS Broker With $453 Million in Virginia
Recruiting
Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill
Recruiting
�Most Anywhere is Better Than Staying at Merrill� � Advisors flee ML to Rock, FRB, Sanctuary
Recruiting
Most Popular Posts
RBC Nabs Merrill Team Managing $640 Million in New Jersey
Personal Finance
LPL Plucks Ameriprise Team Managing $475-Mln in South Carolina
Personal Finance
More Than One Third of Advisors Open to Jumping Ship: Survey
Personal Finance

Similar Blog You May Like

Recruiting

Upstart Ampersand Partners Lands UBS Broker With $453 Million in Virginia

Recruiting

Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill

Recruiting

�Most Anywhere is Better Than Staying at Merrill� � Advisors flee ML to Rock, FRB, Sanctuary

Ready to Transform Your Career?

Effortless transitions designed to protect your business, minimize disruptions, and ensure lasting success.

Free Consultation

FaAxis uses advanced AI to provide financial advisors with immediate, confidential, and tailored transition solutions, ensuring the best career opportunities with top firms.

About
About UsContactPractice-FinancingTransitions
Quick Links
Get a DealPlaybookBD DirectoryNewsBuy – Sell
Marketing
Website DesignEmail MarketingPaid Media AdvertisingFractional CMO ServicesContent Marketing
© Copyright 2025 FaAxis, All Rights Reserved.
FaAxis, though an expert in financial advisor transitions with over 20 years of industry experience, operates independently and without affiliation to any governmental or regulatory body. This includes, but is not limited to, well-known organizations such as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). We are not members of these or any other regulatory entities. While we provide comprehensive information on advisory services, it is important to note that FaAxis is a technology company, and the content on this site is for informational and educational purposes only. We do not engage in the solicitation of securities transactions, nor do we offer personalized investment advice for compensation over the Internet. All communication with potential clients is conducted by appropriately registered representatives or those exempt from registration in the client’s state. FaAxis is a U.S.-based firm dedicated to maintaining the highest standards of privacy. We do not sell your data, spam, or share your information without your consent. Although we strive for accuracy, the information presented may contain inaccuracies for which we assume no liability. The firms mentioned on this site are not represented by us, and any content related to them should be viewed as speculative rather than definitive employment offers. We exercise our right to freedom of speech under the U.S. Constitution by providing this information. This website is intended solely to inform and educate, not to solicit. Our operations do not require specific licenses except where legally mandated.How We Make Money – At FaAxis, our mission is to provide you with the best transition experience at no cost to you. We partner with over a hundred top broker-dealers who retain our services to connect them with talented advisors like you. This allows us to offer comprehensive transition support and real-time offer comparisons without any fees for our users. Our commitment to transparency ensures you have the freedom to make the best decision for your career without any hidden costs. We believe in empowering financial advisors to achieve their fullest potential, backed by our extensive network and innovative AI technology.