Cooper Berg
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCJun 2022 to now
- Hamline UniversityAug 2021 to Jun 2022
- Stuart CompanyMay 2021 to Aug 2021
- Hamline UniversityAug 2020 to May 2021
- Forest Lake Area School District (isd 831)May 2020 to Aug 2020
- Hamline UniversityAug 2019 to May 2020
- Ace Moving & StorageMay 2019 to Aug 2019
- Saint Johns UniversityAug 2018 to May 2019
- Nike Factory StoreJun 2018 to Aug 2018
- Forest Lake Area High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7578247
- Firm CRD
- 6363