Advisor Michael Cruz Departs to Ameriprise Financial

Michael Cruz, a seasoned financial advisor, has recently transitioned from Wells Fargo to Ameriprise Financial, bringing with him $100 million in assets. He has joined Ameriprise's branch channel located in Temecula, California.

Cruz's career in wealth management began in 1995, and over the years, he has worked with prominent firms such as Merrill Lynch and UBS before joining Wells Fargo in 2008. Cruz's move to Ameriprise was driven by his goal to expand his practice and better serve his clients' financial needs. He emphasized Ameriprise's robust commitment to investing in advisors as a pivotal factor in his decision, aiming to utilize these resources for his professional advancement. This shift reflects a broader trend, as other advisors from Wells Fargo in Pennsylvania and New Jersey have also recently moved to Ameriprise.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

AI Infrastructure, Smart Energy, and Automation Drive October 2025 Industrial Transactions
November 19, 2025

MedTech, Biopharma, and Clinical Software Lead October 2025 Healthcare Transactions
November 17, 2025

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Advisor Michael Cruz Departs to Ameriprise Financial

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company