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Tuesday, October 20, 2026The Morning Brief →Sign in
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Advisor move

Chad Lewis

RBC Capital Markets → Ameriprise Financial

Reported

What changed

Financial advisor joined Ameriprise in West Des Moines from RBC Capital Markets with $160M in client assets.

Reported / discovered
Oct 15, 2026
Effective
Not reported
New role
Financial Advisor
Previous role
Not reported
Market
West Des Moines, IA
Reported book
$160M
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

Ameriprise Newsroom ↗Oct 15, 2026 · Reporting
InvestmentNews ↗Oct 16, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.

Oct 17, 2026Source evidence reconciled
Oct 16, 2026Source evidence reconciled
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