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Chad Murphy

26 Years of Experience
New Brighton, MN
Broker

Chad Murphy is a registered investment advisor at Ameriprise Financial Services, LLC, based in New Brighton, MN, with 26 years of industry experience. Chad 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

550 Main St, Ste 210, New Brighton, MN, 55112-3271

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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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Other Business Activities

Chad serves as Treasurer on the Board of Directors for Murphy, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 5 mos
Ameriprise Financial Services, LLC
May 2010 - Present · 16 yrs
Ameriprise Financial Services, LLCBroker
May 2010 - Present · 16 yrs
Previous Registrations
Riversource Fund Distributors, INC.Broker
January 2009 - May 2010 · 1 yr 4 mos
Riversource Distributors, INC.Broker
January 2007 - January 2009 · 2 yrs
Ameriprise Financial Services, INC.
September 2006 - January 2007 · 4 mos
Ameriprise Financial Services, INC.Broker
January 2000 - January 2007 · 7 yrs
Ids Life Insurance CompanyBroker
January 2000 - July 2006 · 6 yrs 6 mos
State Registrations10 states
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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.