Ameriprise Financial Services
21yrs
More experience than 64% of advisors nationwide
25yrs
Corey Schepper
Full name on record: Corey Ryan Schepper
Financial advisor at Ameriprise Financial Services
Based in Keego Harbor, Michigan, Corey Schepper is a fiduciary financial advisor with 25 years of industry experience. Corey has been with Ameriprise Financial Services since 2021; before that, Corey spent seven years at First Allied Advisory Services and three years at SII Investments. 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.
One of 4 advisors with offices in Keego Harbor, and one of 4 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office3080 Orchard Lake Rd, Suite. E, Keego Harbor, MI 48320
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.
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- 2013 – 2020First Allied Advisory Services, Inc.Previously
- 2010 – 2013SII Investments, Inc.Previously
Contact Corey
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Corey. 3080 Orchard Lake Rd, Suite. EKeego Harbor, MI 48320Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Corey
Tailored to Corey’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 Corey
How do I contact Corey?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Corey Schepper. Corey works from the Keego Harbor, MI office.
How long has Corey been a financial advisor?
Corey has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Corey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Corey 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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