Courtney Cotter
Courtney Cotter is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 14 years of industry experience. Courtney 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
6550 York Ave S Ste 100, Edina, MN, 55435-2332
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney owns a single-family real estate property since 2013 and is also employed by BDLR Group, Inc. Additionally, Courtney volunteers as a judge for the SIFMA Foundation's InvestWrite program, dedicating minimal time each month.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
Ameriprise Financial Services, LLC
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, LLCBroker
State Registrations9 states
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