Karen P Cobb

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

• 11/2017 → 11/2018
  Karl Fisher
  Boulder, CO
• 11/2018 → 04/2019
  Axa Equitable
  Boulder, CO
• 04/2019 → 05/2019
  Axa Advisors, Llc
  New York, NY
• 08/2015 → 11/2017
  First Pres Boulder
  Boulder, CO
• 02/2012 → 11/2017
  Rm Bedell & Associates
  Boulder, CO
• 05/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Boulder, CO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boulder, CO

Other Businesses

Outside Employment; Normark LLC; Paraplanner and Practice Manager; Manage advisory business; 1738 Pearl St, Suite 300, , Boulder, CO, 80302; Investment-Related; 03/20/2024; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-08

Other Names

• Karen Susan Peterson
• Karen Peterson Cobb
• Karen Cobb