Corrinna Paxton
Corrinna Paxton is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Kihei, HI, with 10 years of industry experience. Corrinna 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
Kihei, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Corrinna is an independent insurance broker for North American Life and Annuity and Symetra Life, selling universal life insurance since February 2024. She is also a co-owner of Sea2Summit, LLC, a retail business, dedicating minimal time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Buck Wealth Strategies, LLC
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations9 states
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