Kari Larocco
Kari Larocco is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 23 years of industry experience. Kari 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
1001 S MacDill Ave Ste 600, Tampa, FL, 33629
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business Activities
Kari has business ownership interests, serves as a board member for LaRocco, and is a brand ambassador for Betty Designs cycling and triathlon apparel. These activities each take minimal time per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations21 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.