Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Guttenfelder is a financial advisor with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc.. Corey has been in the financial services industry since November 17, 2008. Corey has a Series 63, Series 24, Series 4, and Series 7 license. Corey specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
05/23/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
03/19/2012 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
03/07/2002 - 05/06/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
08/31/1999 - 03/01/2002
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
01/01/1999 - 08/30/1999
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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