Advisor move
Chad Lewis
RBC Capital Markets → Ameriprise Financial
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