Financial advisors Jon Bloomer and Ross Fedenia have joined the employee channel of Ameriprise Financial Inc., the company announced today in a news release.
Bloomer and Fedenia, operating as the Bloomer Fedenia Group, were formerly with UBS Financial Services, Inc., in Madison, Wisc., where the team, including client service associate Stephanie Noskowiak, managed $328 million in assets for multi-generational clients.
Bloomer, a 31-year industry veteran, said in the news release that transparency and integrity were key components to the way his practice did business, and what he and Fedenia were looking for in a new partner.
“Amid the pandemic we saw an opportunity to align ourselves with Ameriprise’s strong reputation and culture of putting clients first,” he said. “We appreciate how the firm’s technology allows us to involve clients in the planning process, ultimately creating a richer experience in the way we serve them.”
Fedenia said in the news release that it was empowering for him and his team to be able to answer client questions anywhere, anytime, in just a few taps on their phones.
“We don’t compromise on what’s best for clients, and we wanted a firm that shares the same focus,” Fedenia said.
The Bloomer Fedenia Group is currently working out of an office Ameriprise opened earlier this year in Middleton, Wisc. They are supported locally by Ameriprise Branch Manager Paul Jackson.
Founded in 1894, Ameriprise Financial, Inc., is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minn.
