Strickoff Financial joins Ameriprise unit with $140M in client assets
Strickoff Financial Services, which manages nearly $140 million in client assets, has joined Ameriprise Financial Inc. (NYSE: AMP) from Commonwealth Financial Network as part of a succession planning strategy.
The practice, led by Kive Strickoff along with associates Rhonda Sossner and Colleen Barbato, joined The Atlantic Group, an established Ameriprise advisory practice in Boca Raton, Florida. The Atlantic Group is led by founding partners Andrew Lerner and Logan Shalmi.
The transition was facilitated through Ameriprise's External Practice Acquisition Program, which helped identify a practice that aligned with Strickoff's client service approach. Strickoff cited shared values around client care, financial planning capabilities, integrated technology, and long-term continuity as factors in the decision.
"The decision to transition my practice was not one I took lightly," Strickoff said in the announcement. "After meeting with local leadership and engaging in a thoughtful evaluation process, it became clear that Ameriprise and The Atlantic Group shared my values around client care, continuity and long-term growth."
The Atlantic Group transitioned to Ameriprise from Oppenheimer in October 2025. The practice now consists of 11 financial advisors and nine support staff members managing more than $1.8 billion in combined client assets.
Ameriprise has added approximately 1,700 financial advisors over the past five years, according to the company's fourth-quarter 2025 earnings release. The firm operates a nationwide network of more than 10,000 financial advisors.
