Experienced Advisory Team Joins Ameriprise Financial

Pinnacle Wealth Management brings over $110 million in assets to Ameriprise's independent channel

Apr. 13, 2026 at 3:39pm

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An extreme close-up of a heavy, industrial-looking financial mechanism, such as a bank vault door or electronic trading console, rendered in dramatic lighting and high detail to represent the operational efficiency and technological capabilities that Pinnacle Wealth Management has gained by joining Ameriprise Financial.The transition to Ameriprise's integrated technology platform has enabled Pinnacle Wealth Management to streamline operations and focus more on delivering personalized financial advice.Lafayette Today

Financial advisory practice Pinnacle Wealth Management, led by private wealth advisor Vincent Lauer, recently joined the independent channel of Ameriprise Financial, Inc. from LPL Financial. The team, which includes financial advisor Hank Morvant and support staff member Emily Currier, has more than 55 combined years of industry experience and over $110 million in assets.

Why it matters

The move to Ameriprise will allow Pinnacle Wealth Management to enhance the client experience and improve operational efficiency through Ameriprise's advanced technology and service offerings. This transition highlights the continued trend of experienced financial advisors joining larger firms like Ameriprise to leverage their resources and capabilities.

The details

Pinnacle Wealth Management chose to join Ameriprise to elevate the client experience and improve operational efficiency through the firm's integrated technology platform and comprehensive support services. The transition has been smooth, with positive client feedback on the improved visibility and engagement with their full financial picture.

  • Pinnacle Wealth Management recently joined Ameriprise Financial's independent channel.
  • The team has more than 55 combined years of industry experience.

The players

Pinnacle Wealth Management

A financial advisory practice that provides comprehensive advice to clients to help them achieve their financial goals.

Vincent Lauer

The private wealth advisor who leads Pinnacle Wealth Management.

Hank Morvant

The financial advisor at Pinnacle Wealth Management.

Emily Currier

The support staff member at Pinnacle Wealth Management.

Ameriprise Financial, Inc.

A financial services firm that provides investment advice, asset management, and insurance solutions through a nationwide network of financial advisors.

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What they’re saying

“Ameriprise offers the right combination of technology, service, and support to help us deliver deeper, more personalized advice. The firm's integrated platform brings everything together in one place, allowing us to spend less time managing systems and more time focused on our clients.”

— Vincent Lauer, Private Wealth Advisor, Pinnacle Wealth Management

“The transition has gone smoothly, with overwhelmingly positive client feedback. Clients appreciate how easily they can see, understand, and engage with their full financial picture. With the digital capabilities and support of Ameriprise behind us, we're well positioned to grow our business while elevating the experience we provide to our clients.”

— Vincent Lauer, Private Wealth Advisor, Pinnacle Wealth Management

The takeaway

This move by Pinnacle Wealth Management to join Ameriprise Financial's independent channel highlights the ongoing trend of experienced financial advisory teams seeking to leverage the resources and capabilities of larger firms to enhance the client experience and drive practice growth.