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Team move

IronGate Services

Ameriprise Financial Services → Osaic

Reported

What changed

Led IronGate Services, a multigenerational team managing $367M, from Ameriprise to Osaic via Carlson Advisor Networks.

Reported / discovered
Aug 20, 2026
Effective
Not reported
New role
Financial Advisor
Previous role
Not reported
Market
Cedar Rapids, IA
Reported book
$367M
Reported team size
4 people
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

InvestmentNews ↗Aug 20, 2026 · Reporting
PLANADVISER ↗Aug 26, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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