Raymond James & Associates
47yrs
Top advisor by experience in Hawaii
14yrs
Cassidy Tepper
Full name on record: Cassidy E Tepper
Financial advisor at Ameriprise Financial Services
Cassidy Tepper has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Honolulu, Hawaii. Cassidy has been with Ameriprise Financial Services since 2014; before that, Cassidy spent a year at Merrill and less than a year at Equitable Advisors. 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 854 advisors with offices in Honolulu, and one of 771 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office900 Fort Street Mall Suite 1710, Honolulu, HI 96813
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 ?2 states
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 66Uniform Combined State Law Examination
Career
- 2014 – nowAmeriprise Financial Services, LLCCurrent firm
- Sep 2012 – Jul 2013MerrillPreviously
- May 2012 – Jun 2012Equitable Advisors, LLCPreviously
Contact Cassidy
Local office(808) 952-1253Ask for Cassidy. (612) 671-3131Main office · Minneapolis, MN 900 Fort Street Mall Suite 1710Honolulu, HI 96813Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Cassidy
Tailored to Cassidy’s registration and firm.
- 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 Cassidy
How do I contact Cassidy?
Call Cassidy’s local office at (808) 952-1253 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Cassidy Tepper.
How long has Cassidy been a financial advisor?
Cassidy has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Cassidy hold?
Series 66. Tap any license on this page to see what it allows.
Is Cassidy a fiduciary?
Cassidy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cassidy paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cassidy 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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