Raymond James Financial Services Advisors
39yrs
Top advisor by experience in Monroe
34yrs
Ira Taber
Financial advisor at Ameriprise Financial Services
Based in Monroe, Connecticut, Ira Taber is a financial advisor with 34 years of industry experience. Ira has been with Ameriprise Financial Services since 1992. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office227 Monroe Turnpike Suite 1, Monroe, CT 06468
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1992 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Ira
Tailored to Ira’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ira
How do I contact Ira?
Call Ameriprise Financial Services at 612-671-3131 and ask for Ira Taber. Ira works from the Monroe, CT office.
How long has Ira been a financial advisor?
Ira has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.
What licenses does Ira hold?
Series 63. Tap any license on this page to see what it allows.
Is Ira a fiduciary?
Ira is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ira paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ira for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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