Corey John Lunney

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 06/2020
  Ameriprise Financial Services Inc
  Red Bank, NJ
• 06/2013 → 06/2020
  Crossfit Shrewsbury
  Oceanport, NJ
• 02/2014 → 06/2020
  Crossfit Shrewsbury
  Oceanport, NJ
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Red Bank, NJ
• 06/2020 → Present
  Ameriprise Financial Services, Llc.
  Red Bank, NJ

Other Businesses

Outside Employment; CrossFit Shrewsbury; Employee - CrossFit Group Class Coach; CrossFit Coach - Coaching group fitness classes; 2 Crescent Place, , Oceanport, NJ, 07757; Not Investment-Related; 11/07/2023; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-09

Other Names

• Corey Lunney