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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Theodore Duerr is a financial advisor with over 45 years of experience in the financial services industry. John Duerr is registered with Ameriprise Financial Services, LLC. John Duerr is also registered in 42 states as a broker-dealer. John Duerr has passed the Series 63, 65, 7, and 1 exams, as well as the SIE and Series 6 and 22 exams. John Duerr offers financial planning services, investment management services, and educational seminars. John Duerr has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC.
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.
1
2
KY
09/29/2006 - Present
Ameriprise Financial Services, LLC (LOUISVILLE KY)
MN
04/20/1976 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/20/1976 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
05/15/1975 - 03/18/1976
IDS LIFE INSURANCE COMPANY
NA
05/15/1975 - 03/18/1976
IDS MARKETING CORPORATION
NA
05/15/1975 - 03/18/1976
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 06/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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