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Christopher Radzom

28 Years of Experience
San Antonio, TX
Broker

Christopher Radzom is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Antonio, TX, with 28 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.

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Location

10001 Reunion Pl Ste 422, San Antonio, TX, 78216

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2022 - Present · 3 yrs 9 mos
Ameriprise Financial Services, LLC
August 2022 - Present · 3 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2021 - July 2022 · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
January 2021 - July 2022 · 1 yr 6 mos
Cuso Financial Services, L.P.
July 2018 - April 2020 · 1 yr 9 mos
Cuso Financial Services, L.P.Broker
July 2018 - April 2020 · 1 yr 9 mos
Commerce Brokerage Services, INC
January 2003 - July 2018 · 15 yrs 6 mos
Commerce Brokerage Services, INC.Broker
March 2000 - July 2018 · 18 yrs 4 mos
Firstar Investment Services,inc.Broker
January 2000 - January 2000 · 0 mos
Mercantile Investment Services, INC.Broker
June 1997 - January 2000 · 2 yrs 7 mos
Mark Twain Brokerage Services, INC.Broker
December 1996 - June 1997 · 6 mos
State Registrations2 states
MOTX
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.
Christopher Radzom - Financial Advisor | TrueAdvisor