Skip to main content

Our financial advice team


Carey Somerville, Private Wealth Advisor serving the De Pere, WI area - Ameriprise Advisors

Carey Somerville

CRPC

Private Wealth Advisor

Threshold Financial Partners
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 43 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2007-2008, 2018-2023

Previous experience

  • Branch Manager, Pioneer Credit Union, 1985-1997