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Cory Seifert

Ameriprise Financial Services, LLC
26 Years of Experience
Alexandria, MN
1 DisclosureBroker
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Cory Seifert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Alexandria, MN, with 26 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

817 Broadway St, Alexandria, MN, 56308

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cory owns recreational/hunting land and Pour Man's Lodge, LLC, both since 2013. He also spends a few hours per week at the Ameriprise Financial Office and with the Brandon/Evansville Sports Booster Club.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 10 mos
Ameriprise Financial Services, LLC
October 1999 - Present · 27 yrs
Ameriprise Financial Services, LLCBroker
October 1999 - Present · 27 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
State Registrations12 states
AZCOFLGAIAIDILMNNDNENMSD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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