On March 25, 2025, Ameriprise Financial announced that financial advisors Mila Kisz, MBA, and Roman Kisz, AAMS®, CRPS®, joined the firm's independent channel. The married duo, previously with Edward Jones, managed $100 million in client assets.
The Kisz's joined LegacyOak Advisors, an established Ameriprise practice in Simi Valley, California, led by financial advisor Greg Lewandowski. Their decision was motivated by a desire for independence, business ownership, and the opportunity to work with a team.
This recruitment highlights Ameriprise's enhanced capabilities that support advisors in delivering a greater client experience and achieving growth aspirations. The addition of these assets strengthens the firm's wealth management offerings and expands its advisor network.
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