CR
CFP
CR
CFP

Christopher Root

26 Years of Experience
Blaine, MN
1 DisclosureBroker

Christopher Root is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Blaine, MN, with 26 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2407 109th Ave NE Ste 210, Blaine, MN, 55449-5770

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
December 2005
Settled
Other Business Activities

Christopher provides pro bono financial planning to cancer patients through Angel Foundation's Financial Cancer Care Program. This volunteer activity takes minimal time and does not involve selling Ameriprise products.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2003 - Present · 23 yrs 9 mos
Ameriprise Financial Services, LLCBroker
September 2000 - Present · 26 yrs 1 mo
Ameriprise Financial Services, LLC
September 2000 - Present · 26 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 2000 - July 2006 · 5 yrs 10 mos
State Registrations16 states
AZCACOFLGAIAILKSMIMNMONESDTNTXWI
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.
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