Advisor profile


My approach

Karissa Peterson - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Karissa Peterson - My approach photo

Areas of focus

  • Investments
  • Insurance
  • Family Finances
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law
  • Series 65 - Uniform Investment Advisor Law
  • Texas Insurance Agent - Life & Health

Education

  • Florida Institute of Technology - Masters in Business Administration: Finance - 2014
  • University of Texas at Austin - Bachelor of Liberal Arts: Political Science & Economics - 2009

Interests

- Travel

- Yoga, Qigong

- Reading: Fiction & Non-fiction

- Hiking, Camping, Hunting at the Family Ranch

- Beach Trips with the Family

Professional associations

  • Texas Young Professionals

Previous experience

  • Private Client Associate, Alliance Bernstein, 2014-2016
  • Financial Associate, Ameriprise, 2011-2014
  • Manager, Pappasito's Cantina, 2011-2012
  • Bank Teller, Wells Fargo, 2009-2010

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.