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Christian Lewis

19 Years of Experience
Burnsville, MN
Broker

Christian Lewis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Burnsville, MN, with 19 years of industry experience. Christian 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

12280 Nicollet Ave S, Ste 101, Burnsville, MN, 55337-1999

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2021 - Present · 4 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Ameriprise Financial Services, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Transamerica Investors Securities CorporationBroker
August 2019 - September 2021 · 2 yrs 1 mo
Transamerica Retirement Advisors, LLC
August 2019 - September 2021 · 2 yrs 1 mo
Waddell & ReedBroker
August 2018 - April 2019 · 8 mos
Waddell & Reed
July 2018 - April 2019 · 9 mos
Riversource Distributors, INC.Broker
October 2015 - July 2018 · 2 yrs 9 mos
Ameriprise Financial Services, INC.
April 2013 - October 2015 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
December 2010 - October 2015 · 4 yrs 10 mos
Ameriprise Financial Services, INC.Broker
September 2006 - October 2010 · 4 yrs 1 mo
State Registrations5 states
FLMNSDWAWI
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.
Christian Lewis - Financial Advisor | TrueAdvisor