Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Lynn Douglas ehleringer is a financial advisor who has been in the industry since July 17, 2000. Kari Lynn is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Kari Lynn has held previous positions with IDS Life Insurance Company and Primevest Financial Services, Inc.. Kari Lynn is licensed in multiple states including Minnesota, Iowa, Texas and Wisconsin. Kari Lynn holds Series 63, Series 7, Series 9, Series 10 and Series 24 licenses. Kari Lynn is also a Certified Financial Planner and a Chartered Financial Consultant.
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
MN
11/02/2015 - Present
Ameriprise Financial Services, LLC (ROCHESTER MN)
MN
01/22/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/18/2000 - 11/21/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 06/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kari Douglas ehleringer is the right advisor for you? Invested Better is here to help.
