CM
ChFC
CM
ChFC

Chester Morris

31 Years of Experience
Missoula, MT
1 DisclosureBroker

Chester Morris is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Missoula, MT, with 31 years of industry experience. Chester 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.

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Location

2615 Connery Way, Missoula, MT, 59808-6536

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
November 2005
Denied
Other Business Activities

Chester owns a single-family real estate property since 2018 and another business since 2018. He spends a few hours per week on these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLC
January 1995 - Present · 31 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 1995 - Present · 31 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 1995 - July 2006 · 11 yrs 6 mos
State Registrations16 states
AZCACODEFLHIIDMDMNMTNJORPAUTWAWI
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.
Chester Morris - Financial Advisor | TrueAdvisor