CK
CFP
CK
CFP

Christine King

28 Years of Experience
Brookfield, WI
2 DisclosuresBroker

Christine King is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 28 years of industry experience. Christine 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

300 N Corporate Dr Ste 100, Brookfield, WI, 53045

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History

Regulatory History (2)
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
February 2008
Settled
Customer Dispute
June 2003
Settled
Other Business Activities

Christine owns investment-related real estate since August 2023. She also serves as Co-Sargeant at Arms on the Board of Directors for King, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 9 mos
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 9 mos
Ameriprise Financial Services, LLCBroker
December 1997 - Present · 28 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 1997 - July 2006 · 8 yrs 7 mos
State Registrations24 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.