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Cory Alan Seifert

Advisor at Ameriprise — Evansville, MN

Updated today

Credentials

Series 63

Experience

26 years

Location

Evansville, MN

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 Seifert is a financial advisor with Ameriprise in Evansville, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with the Brandon/Evansville Sports Booster Club, which raises funds for local school sports programs. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Evansville, MN

Evansville MN

Advisors at this office

1

Most active in

Minnesota

Work history

26 years of industry experience

Ameriprise

2020 - Present • 6 years

Alexandria, MN

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Alexandria, MN

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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Christopher G

Series 66

Brandon, MN

Thrivent Investment Management

Christopher Grieve is a financial advisor with Thrivent Investment Management in Brandon, MN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked at Alexandria Motor Company and was involved with the Minnesota DFL Party. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that addresses a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Marjean O

Series 63, Series 65

Hoffman, MN

Cambridge Investment Research Advisors

Marjean Ossefoort is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Cambridge in 2017, she worked at Invest Financial Corporation from 2013 to 2017. She is also involved in independent insurance agency work and owns Jorgensen Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals and employs various custody platforms with discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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