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CFP

Courtney Wright

Ameriprise Financial Services, LLC
10 Years of Experience
Chesterfield, MO
Broker
View SEC Summary
View SEC Summary

Courtney Wright is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Chesterfield, MO, with 10 years of industry experience. Courtney 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14755 N Outer 40 Rd, Ste 500, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Courtney is the Vice Chair of Wright since 2016, dedicating minimal time. She is also the Chapter President of Wright since 2023, spending about 10-20% of her time, including during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
April 2019 - March 2023 · 3 yrs 11 mos
Benjamin F. Edwards & Company, INC.Broker
April 2019 - March 2023 · 3 yrs 11 mos
Edward Jones
June 2016 - April 2019 · 2 yrs 10 mos
Edward JonesBroker
April 2016 - April 2019 · 3 yrs
State Registrations21 states
ARCACOFLIAIDILKSMDMIMNMOMTNDNJNYOKSCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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