Nora Rubenstein Kowalcheck
Investment adviser representative at Ameriprise Financial Services, LLC
15 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
15 years in the industry.
- Ameriprise Financial Services, LLCSep 2023 to now
- dba BeautycounterJul 2013 to now
- Edward JonesOct 2018 to Aug 2023
- Classical ConversationsSep 2017 to Sep 2018
- Parkway Presbyterian PreschoolMar 2017 to May 2017
- Angel Works Pediatric & Adult CounselingFeb 2017 to Feb 2018
- Heartstrings IncJun 2015 to May 2017
- UnemployedNov 2011 to Feb 2017
- Orthodox CoffinsJul 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7024157
- Firm CRD
- 6363