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Cory James Clem

Advisor at Ameriprise — Macomb, IL

Updated today

Credentials

Series 66

Experience

16 years

Location

Macomb, IL 61455

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Cory Clem is a financial advisor at Ameriprise with 15 years of industry experience, including 13 years at Edward Jones. He holds the Series 66 designation. Outside of his advisory role, Clem is involved in several business ventures such as e-commerce and has positions on the boards of the Macomb Park District and the Macomb Airport Authority, as well as a nonprofit car museum. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm utilizes a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawal planning.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Macomb, IL

Macomb IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

16 years of industry experience

Ameriprise

2023 - Present • 3 years

Macomb, IL

Edward Jones

2010 - 2023 • 13 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Aaron B

Series 66

Macomb, IL

LPL Financial

Aaron Black is a financial advisor with LPL Financial in Macomb, Illinois, holding a Series 66 designation and seven years of industry experience. He has previously worked at Table Grove State Bank Financial Services and First Bankers Trust Co. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Matthew L

Series 66

Macomb, IL

Edward Jones

Matthew Lawver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at United Community Bank for three years and Rarotonga State Bank for four years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Preston G

Series 66

Macomb, IL

Edward Jones

Preston Gray is a financial advisor with Edward Jones in Macomb, Illinois, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and is also part-owner of Gray Bros Lawn Care, where he supervises and teaches lawn mowing operations. Additionally, he is a part-owner of Yarg Investments, a real estate investment LLC that manages short-term rental property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner

Seth M

ChFC®, Series 66

Macomb, IL

Edward Jones

Seth Minter is a financial advisor at Edward Jones in Macomb, IL, holding the ChFC® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Missouri State University and Western Illinois University. Outside of advising, he owns a retail business, 309 Marketplace, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning Wealth management General estate planning guidance General retirement planning Founder/Business Owner
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Jerry B

Series 63, Series 65

Macomb, IL

OSAIC

Jerry Brookhart is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services and Purdum Gray Ingledue, Inc. Outside of his advisory work, he is involved in community service as a regional president for Rotary International and serves as a trustee for Emmett Township. He is also active in local agricultural education through the FFA Alumni organization and serves as a deacon at Scotland Trinity Presbyterian Church. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jessica P

Series 66

Macomb, IL

Edward Jones

Jessica Pittman is a financial advisor at Edward Jones in Macomb, IL, holding a Series 66 designation. She has been with Edward Jones since 2024. Prior to joining Edward Jones, she worked at IDEX-Trebor International and IDEX-Knight, LLC from 2017 to 2021 and has experience in other industries including American Nutrition and Pottery Barn Kids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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