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Courtney Elaine Hunsberger

Advisor at Ameriprise — Clarion, PA

Updated today

Credentials

Series 66

Experience

8 years

Location

Clarion, PA

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Courtney Hunsberger is a financial advisor with Ameriprise in Clarion, PA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Iron Point Financial, TGI Financials, and Nationwide Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, supporting asset allocation and Social Security claiming decisions within a structured investment framework.

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

Clarion, PA

Clarion PA

Advisors at this office

1

Most active in

Georgia · Pennsylvania · Texas

Work history

8 years of industry experience

Ameriprise

2021 - Present • 5 years

Atlanta, GA

Iron Point Financial

2021 - 2021 • 1 year

Grove City, PA

Courtney Hunsberger

2020 - Present • 6 years

Clarion, PA

TGI Financials

2020 - 2021 • 1 year

Shippenville, PA

Vicus Capital, Inc.

2020 - 2021 • 1 year

State College, PA

Cetera Advisor Networks

2020 - 2021 • 1 year

El Segundo, CA

TGIF Solutions, Inc.

2019 - 2021 • 2 years

Shippenvile, PA

Nationwide Securities LLC

2018 - 2020 • 2 years

Columbus, OH

Shellhammer Atwood and Associates, Inc.

2017 - 2021 • 4 years

Shippenville, PA

Nationwide Insurance

2017 - 2020 • 3 years

Shippenville, PA

Clarion University of Pennsylvania

2016 - 2017 • 1 year

Clarion, PA

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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Kyle C

Series 66

Clarion, PA

Janney Montgomery Scott

Kyle Cathcart is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney, he worked for Clarion County Adult Probation for five years. Outside of his advisory role, he serves as an assistant coach for middle school student athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Avari S

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Avari Schmader is a CFP®-credentialed financial advisor with three years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, Schmader spent 13 years teaching at North Clarion Jr./Sr. High School and three years at Clarion University of Pennsylvania. Schmader is also a member of the Clarion Rotary Club. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Chase C

Series 66, Series 63

Rimersburg, PA

Kayne Anderson Rudnick Investment Management, LLC

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at firms including GW&K Investment Management, Mercer Global Advisors, and Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to institutional and individual clients, including pension plans, insurers, family offices, and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process across a range of active equity and fixed-income strategies.

Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner Retired
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Matthew L

Series 63, Series 66

Clarion, PA

Janney Montgomery Scott

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on multiple local boards, including the Clarion Rotary, Clarion County Economic Development Corporation, and Clarion Blueprint Community, focusing on community development and programming. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across various wrap and managed account programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Casey O

Series 66

Clarion, PA

Janney Montgomery Scott

Casey O’Toole is a financial advisor with Janney Montgomery Scott holding a Series 66 credential and one year of industry experience. Prior to joining Janney, he worked eight years at Clarion County Community Bank and eleven years at Northwest Bank. He serves on several local boards related to housing and community development, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory platforms.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Patricia D

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Patricia Doverspike is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked for Corporate Risk Holdings, LLC for over two decades. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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