Nicholas Benjamin barrett Cook
Investment adviser representative at Ameriprise Financial Services, LLC
9 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
9 years in the industry.
- Ameriprise Financial Services, LLCAug 2024 to now
- Cnl Financial GroupJan 2022 to Jul 2024
- Walt DisneyJul 2021 to Dec 2021
- Hurley Financial GroupApr 2021 to Jul 2021
- Office DepotOct 2020 to Mar 2021
- Home DepotJul 2020 to Oct 2020
- UnemployedFeb 2020 to Jul 2020
- Tax & Wealth Management LPOct 2019 to Feb 2020
- UnemployedApr 2019 to Sep 2019
- Winco FoodsAug 2018 to Feb 2019
- Tigard Basketball AssociationOct 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, NC, TX).
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
- 7365576
- Firm CRD
- 6363