Catherine Cooper
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
4 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, LLCMay 2023 to now
- Java House and Heirloom Salad CompanyMay 2022 to Jul 2022
- Iowa State UniversityJun 2021 to May 2024
- North Liberty Community PantryAug 2020 to Aug 2021
- Fareway Meat and GroceryJul 2019 to Aug 2020
- Liberty High SchoolJun 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (IA, IL, MN, 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
- 7751164
- Firm CRD
- 6363