TC
CFP
TC
CFP

Todd Chaney

21 Years of Experience
Fremont, NE
1 DisclosureBroker

Todd Chaney is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Fremont, NE, with 21 years of industry experience. Todd 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

1350 N Bell St, Fremont, NE, 68025

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History

Regulatory History (1)
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Customer Dispute
November 2025
Pending
Other Business Activities

Todd is a co-owner of The Ko-Op Shop, LLC, a real estate business, since 2015. This activity requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Advice and Planning Services
October 2015 - August 2024 · 8 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2015 - August 2024 · 8 yrs 10 mos
Cetera Advisors LLC
August 2014 - September 2015 · 1 yr 1 mo
Cetera Advisors LLCBroker
August 2014 - September 2015 · 1 yr 1 mo
MML Investors Services, LLC
August 2008 - August 2014 · 6 yrs
MML Investors Services, LLCBroker
August 2007 - August 2014 · 7 yrs
MML Investors Services, INC.Broker
March 2007 - August 2007 · 5 mos
World Group Securities, INC.Broker
April 2002 - August 2003 · 1 yr 4 mos
Wma Securities, INC.Broker
January 2001 - April 2002 · 1 yr 3 mos
State Registrations17 states
AZCACOIAKSKYMNMONENYOKPASDTXVAWAWI
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.