Cara Corey
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
2 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
16 years in the industry.
- Ameriprise Financial Services, LLCJun 2025 to now
- Cara Corey DesignsDec 2010 to now
- Marine Mills Folk SchoolAug 2022 to Apr 2024
- SupermoneyMay 2022 to Oct 2023
- Craft and WorkMar 2021 to Dec 2021
- GatherMar 2017 to Jul 2018
- Studio 333May 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 8121174
- Firm CRD
- 6363