Christopher Lawrence Balcerowiak

CFP

38 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

The Fiduciary Alliance

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

6,662 clients

Average Client Portfolio

$288K average

Assets Under Management

$1.9B

Fee Structure

Location

13854 Lakeside Circle, Suite 210 and 216, Sterling Heights, MI, 48313

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History

Regulatory History (1)

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Customer Dispute

April 2011

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher owns rental real estate and C & C Estates LLC, which he uses to run expenses through, dedicating about a quarter of his time to the latter. He also sells various insurance products as an agent since May 2022, spending about 10-20% of his time on this activity.

Employment History

Current Registrations

The Fiduciary Alliance

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Ameriprise Financial Services, LLCBroker

October 2009 - June 2023 · 13 yrs 8 mos

Ameriprise Financial Services, LLC

October 2009 - June 2023 · 13 yrs 8 mos

Ameriprise Advisor Services, INC.

August 2007 - October 2009 · 2 yrs 2 mos

Ameriprise Advisor Services, INC.Broker

December 1986 - October 2009 · 22 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.