CR
CFP
CR
CFP

Christopher Reid

25 Years of Experience
Auburn Hills, MI
1 DisclosureBrokerSells Insurance

Christopher Reid is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Auburn Hills, MI, with 25 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

2601 Cambridge Ct Ste 120, Auburn Hills, MI, 48326-2577

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History

Regulatory History (1)
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Regulatory
December 2012
Final
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 4 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 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.