Osaic Recruits $367 Million IronGate Team From Ameriprise in Iowa
Updated
Updated · InvestmentNews · Aug 20
Osaic Recruits $367 Million IronGate Team From Ameriprise in Iowa
1 articles · Updated · InvestmentNews · Aug 20
Summary
$367 million advisory firm IronGate Services is leaving Ameriprise to join Osaic through Carlson Advisor Networks, expanding Osaic’s presence in Cedar Rapids, Iowa.
IronGate said Osaic’s independent model, technology, investment capabilities, business coaching and added operational support drove the move, with Chad Sarsfield leading the multigenerational team.
Sarsfield previously had ties to Osaic’s predecessor network—he was registered with Signator and later Royal Alliance from 2018 to 2022 before moving to Ameriprise.
The hire fits Osaic’s broader push for business-owner-focused practices as it expands planning tools, including wider access last month to RISR succession-planning software for its roughly 11,000 affiliated advisors.