CC
CC

Christopher Crossan

38 Years of Experience
Mesa, AZ
1 DisclosureBroker

Christopher Crossan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mesa, AZ, with 38 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

1201 S Alma School Rd, Ste 10000, Mesa, AZ, 85210-2014

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Settled
Other Business Activities

Christopher has business ownership activities, spending a few hours per week on them. One activity started in 2013 and the other in 2020, with one being investment-related and the other not.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2007 - Present · 19 yrs 4 mos
Ameriprise Financial Services, LLC
April 1987 - Present · 39 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 1987 - Present · 39 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
State Registrations31 states
AKALARAZCACOFLHIIAILKYMDMIMNMOMSNCNENJNMNVNYOHOKORPASCTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.