Kara L Elledge
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- Pruco Securities LLCJul 2021 to Oct 2024
- The Prudential Insurance Company of AmericaJul 2021 to Oct 2024
- The Huntington Investment CompanyFeb 2020 to Jul 2021
- UnemployedOct 2019 to Feb 2020
- Wells Fargo Advisors Financial Network, LLCMay 2019 to Oct 2019
- Mckinley Carter Wealth Services, Inc.May 2013 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4136045
- Firm CRD
- 6363