Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Wellik is an investment advisor representative at Ameriprise Financial Services, LLC. Karla Wellik is licensed in 29 states, has been working in the financial industry since 2018, and holds a Series 66, Series 7TO, and SIE license. Karla has a total of 29 approved state registrations and 2 approved IA state registrations, including in Iowa and Texas. Karla is also an owner of Keeling Management Group. Karla Wellik is affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC has over $479 billion in assets under management. Ameriprise Financial Services, LLC is a registered investment advisor with offices in Minneapolis, Minnesota. Ameriprise Financial Services, LLC provides advisory services including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
IA
09/12/2019 - Present
Ameriprise Financial Services, LLC (Clear Lake IA)
BOTH
Issued 04/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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