Kara Stenerson, financial advisor Lake Elmo MN

Kara Stenerson

CRD Number: 7130333
Current Firm: Ameriprise Financial Services, LLC

Kara Stenerson (CRD# 7130333) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Elmo, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Lake Elmo, MN Jun 2020 - Current 3
Ameriprise Financial Services Minneapolis, MN Jun 2020 - Jun 2020 < 1
Wisconsin Union Catering Madison, WI Sep 2017 - May 2020 2
Ameriprise Financial Services, LLC Lake Elmo, MN Mar 2020 - Mar 2020 < 1
Ameriprise Financial Services Minneapolis, MN Jun 2019 - Aug 2019 < 1
River Oaks Golf Course And Event Center Cottage Grove, MN May 2017 - Aug 2017 < 1
University Of Wisconsin - Stout Menomonie, WI Aug 2016 - May 2017 < 1
Hound Around Resort Cottage Grove, MN Jan 2016 - Aug 2016 < 1
New Life Academy Woodbury, MN Jul 2015 - Jan 2016 < 1
Anytime Fitness Headquarters Hastings, MN Apr 2015 - Jul 2015 < 1
New Life Academy Woodbury, MN Jun 2009 - Apr 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Kara Stenerson
Phone Number: 612-671-3131
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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