Pattern Wealth joins Ameriprise, adding $160 million in client assets to enhance advisory services with AI-driven tools.
Ameriprise Financial Inc. (NYSE:AMP) added $160 million in client assets after Pattern Wealth, a private advisory practice, transitioned from Thrivent Investment Management. The move strengthens Ameriprise’s branch channel with a team led by Jeremy Jackson, including advisors and support staff based in Wayzata.
The transition aims to expand client services, leveraging Ameriprise’s integrated platform, advanced technology, and AI-driven capabilities. Pattern Wealth cited improved operational support and a nationally recognized brand as key factors in the decision. The team will focus on retirement planning, insurance, and investment advice.
Jeremy Jackson noted a smooth transition and positive client feedback, highlighting enhanced opportunities and a more comprehensive advisory experience. Ameriprise operates across segments including Advice & Wealth Management and Asset Management.