Ameriprise Financial, an advisory asset, and insurance management network, demonstrates their strong family value by expanding their employee channel to welcome The Falldin-Mattson Group as prosperous financial advisors. John Falldin and his son Joe Falldin, alongside Jim Mattson and his son James Mattson, together make up The Falldin-Mattson Group. They share their combined veteran and junior experience in the industry with advisor and registered client service associate, Abby Dority, having in total over 75 years’ practice.
“We’re excited to have this team join Ameriprise because they have a reputation for providing their clients with excellent service,” says Adam Lukens, branch manager at Ameriprise, “And, I’m proud that Ameriprise has the support and resources to help them structure their practice and succession plan to align with their vision of operating a family-run practice, which is key to serving their clients well for years to come.”
This new team of financial advisors, currently managing $387 million in client assets from Morgan Stanley, will be a key part of the Ameriprise Financial themselves after making the transition. The Falldin-Mattson Group was searching for a firm with national brand recognition, a proven track record, and of course, a healthy standard of family values. For them, growth signifies exercising this principle by building businesses organically and via practice acquisitions.
“Jim and I are proud to work alongside our sons,” said John Falldin. “We have big goals as a team for how we want to continue serving our clients and work with more families. Having access to state-of-the-art financial planning, succession planning and marketing capabilities at Ameriprise will help take our practice to the next level. Our transition, which has been all virtual, is going well. Our clients are pleased with our move to Ameriprise because of their positive reputation and robust digital capabilities that allow them to see progress toward their goals in real time.”