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CFP
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CFP

Christopher Reid

Ameriprise Financial Services, LLC
26 Years of Experience
Commerce Twp, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Reid is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Commerce Twp, MI, 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 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

Commerce Twp, MI

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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.
Regulatory
December 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an independent insurance broker with Guardian Insurance, focusing on disability income, and also has business ownership in an unspecified "other" business. He also works in tax preparation and outside employment with Blumark Financial Advisors LLC and Blumark Tax Advisors LLC, dedicating about a third of his time to each of these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.
January 2012 - January 2021 · 9 yrs
Royal Alliance Associates, INC.Broker
October 2011 - January 2021 · 9 yrs 3 mos
Leonard and Company
January 2010 - October 2011 · 1 yr 9 mos
Leonard & CompanyBroker
October 2008 - October 2011 · 3 yrs
Hantz Financial Services, INC.Broker
October 2000 - October 2008 · 8 yrs
State Registrations1 state
MI
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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