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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Lee Gehrke is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 12 years. Tracy is registered with FINRA and has a Series 6, Series 7, Series 24, Series 26, and SIE license. Tracy has experience working with clients including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Tracy also has experience with pension consulting and financial planning services. Prior to joining Ameriprise, Tracy was employed with RiverSource Distributors Inc and Ameriprise Financial Services, Inc. Tracy has worked as a swim meet official in Minnesota for over 4 years.
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
01/29/2024 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/10/2014 - 12/22/2023
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/02/2012 - 01/10/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/04/2000 - 10/17/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 01/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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