Kiersten Lynn Mc Cort

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-06-04
PA	RA	APPROVED	2003-11-24

TX RA
APPROVED_RES

Since 2020-06-04
PA RA
APPROVED

Since 2003-11-24

Branch Locations

8500 Brooktree Rd Ste 302, Wexford, PA 15090 • United States

Wexford, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Wexford	PA	09/2005	03/2020
Ameriprise Financial Services, Llc	Wexford	PA	03/2020	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

Wexford, PA
03/2020 → Present

Ameriprise Financial Services, Llc

Wexford, PA

Other Businesses

Real Estate Ownership; Single Family; 4112 Beachside OneMiramar Beach. Fl, ,; Not Investment-Related; 01/30/2015. Business Ownership; Weagle LLC; ; it is an llc for the future sublease i will have for our office; 2742 Meadowcrest CtWexford, PA 15090, ,; ; 06/01/2008; 0 hours per month; .

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-20
S63	Uniform Securities Agent State Law Examination	1999-01-15

S66 Uniform Combined State Law Examination

2003-11-20
S63 Uniform Securities Agent State Law Examination

1999-01-15

Other Names

Kiersten Lynn Mccort

View on SEC IAPD