Catherine Cooper

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

• 05/2023 → 08/2023
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 06/2016 → 05/2021
  Liberty High School
  North Liberty, IA
• 06/2021 → 05/2024
  Iowa State University
  Ames, IA
• 07/2019 → 08/2020
  Fareway Meat And Grocery
  North Liberty, IA
• 08/2020 → 08/2021
  North Liberty Community Pantry
  North Liberty, IA
• 05/2022 → 07/2022
  Java House And Heirloom Salad Company
  North Liberty, IA
• 08/2022 → 05/2023
  Iowa State University
  Ames, IA
• 08/2023 → 05/2024
  Ameriprise Financial Services, Llc
  Johnston, IA
• 05/2024 → 04/2025
  Ameriprise Financial Services, Llc
  Johnston, IA
• 04/2025 → Present
  Ameriprise Financial Services, Llc
  Johnston, IA

Other Businesses

Outside Employment; Integrity Point LLC; I am an employee. I am an Associate Financial Advisor on the Sales and Advice team.; Manage advisory business; 8951 Windsor Pkwy, , Johnston, IA, 50131; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-09

Other Names

• Catherine Cooper
• Catherine Elizabeth Cooper