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Courtney Hunsberger

Advisor at Ameriprise

Updated today

Location

Clarion, PA

Credentials

Series 66

Industry experience

8 years

About

Courtney Hunsberger is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Nationwide Securities LLC and Iron Point Financial, before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting clients with tailored, non-discretionary advice.

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

Clarion, PA

Most active in

Georgia · Pennsylvania · Texas

Work history

Ameriprise

2021 - Present (5 years)

Iron Point Financial

2021 - 2021 (1 year)

Courtney Hunsberger

2020 - Present (6 years)

TGI Financials

2020 - 2021 (1 year)

Vicus Capital, Inc.

2020 - 2021 (1 year)

Cetera Advisor Networks

2020 - 2021 (1 year)

TGIF Solutions, Inc.

2019 - 2021 (2 years)

Nationwide Securities LLC

2018 - 2020 (2 years)

Shellhammer Atwood and Associates, Inc.

2017 - 2021 (4 years)

Nationwide Insurance

2017 - 2020 (3 years)

Clarion University of Pennsylvania

2016 - 2017 (1 year)

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

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Kyle Cathcart is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and previously worked in adult probation before joining Janney. Outside of his advisory role, he serves as an assistant coach for middle school athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

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Avari S

CFP®, Series 66

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Janney Montgomery Scott

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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 several local boards, including the Clarion Rotary Board, the Clarion County Economic Development Corporation, and the Clarion Blueprint Community. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

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Casey O

Series 66

Clarion, PA

Janney Montgomery Scott

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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 experience in the financial services industry. She has been with Janney Montgomery Scott since 2019, following a long tenure at Corporate Risk Holdings, LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, corporations, charities, and institutional clients.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Jennifer W

Series 66

Clarion, PA

Janney Montgomery Scott

Jennifer Williams is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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