Corey Schepper
Corey Schepper is a registered investment advisor at Ameriprise Financial Services, LLC, based in Keego Harbor, MI, with 24 years of industry experience. Corey 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
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, LLCBroker
Ameriprise Financial Services, LLC
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 Registrations14 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.