Karen Jo Debaker
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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
12 years in the industry.
- Ameriprise Financial Services, LLCMay 2024 to now
- Raymond James Financial Services Advisors Inc.Mar 2018 to May 2024
- Bank of LuxemburgFeb 2018 to May 2024
- Raymond James Financial Services Advisors Inc.Jun 2017 to Feb 2018
- Raymond James Financial Services, Inc.May 2017 to May 2024
- National Guardian LifeFeb 2017 to May 2024
- Edward JonesFeb 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 6294404
- Firm CRD
- 6363