Corey Schepper
Corey Schepper is a registered investment advisor at Ameriprise Financial Services, LLC, based in Keego Harbor, MI, with 23 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
3080 Orchard Lake Rd, Ste. E, Keego Harbor, MI, 48320-1269
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Other Business Activities
Corey owns a single-family real estate property since 2021. Corey also owns another business since 2013, dedicating about 10-20% of their time, including during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 states
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.