Team move
IronGate Services
Ameriprise Financial Services → Osaic
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