Madeline R Cook
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered 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, LLCMar 2026 to now
- Osaic Wealth, Inc.Nov 2023 to Feb 2026
- Fsc SecuritiesAug 2021 to Nov 2023
- Smith, Moses & Cozad, LLCDec 2020 to Feb 2026
- J.D Legends RestaurantJun 2019 to Jun 2019
- Scrambler Maries RestaurantApr 2019 to Dec 2020
- White Allen European Auto GroupApr 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7320690
- Firm CRD
- 6363