Cassandra Duernberger
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Ameriprise Financial Services, LLCNov 2024 to now
- Harbour Investments, IncOct 2023 to Nov 2024
- Mennenga Tax & FinancialOct 2020 to Nov 2024
- UnemployedJul 2020 to Sep 2020
- Cru/agapeAug 2019 to Jun 2020
- Edward JonesJun 2019 to Aug 2019
- Tax & Accounting SolutionsJun 2019 to Aug 2019
- Edward JonesJun 2018 to Aug 2018
- Uw Madison/aix-marseille Universit�Jan 2018 to May 2018
- Kid's Best Day CampJun 2017 to Aug 2017
- Uw MadisonJan 2017 to May 2019
- Uw MadisonAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 6959096
- Firm CRD
- 6363