Isabella Nevele Casey
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCAug 2025 to now
- UnemployedJun 2025 to Jul 2025
- Ameriprise FinancialJun 2024 to May 2025
- The City of Salisbury Mayor's OfficeMay 2024 to Aug 2024
- Salisbury University- Perdue School of BusinessMay 2023 to May 2025
- Ameriprise FinancialMay 2023 to Aug 2023
- Salisbury University- President's OfficeAug 2022 to Dec 2023
- Salisbury UniversityJul 2021 to May 2025
- Perform FitNov 2018 to Mar 2019
- Hereford HighschoolJul 2017 to Jun 2021
- Bon Air Country ClubApr 2016 to Aug 2023
- Hereford Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7767283
- Firm CRD
- 6363