CJ
CJ

Chelsea Johnson

15 Years of Experience
Bellevue, WA
Broker

Chelsea Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bellevue, WA, with 15 years of industry experience. Chelsea 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

310 120th Ave NE Ste 101, Bellevue, WA, 98005

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Chelsea manages her Ameriprise business and is the Chief Operations Officer of Thumper Enterprises LLC, managing its day-to-day operations. Managing Thumper Enterprises LLC takes about a quarter of Chelsea's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLC
June 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2016 - May 2017 · 8 mos
Ameriprise Financial Services, INC.Broker
September 2016 - May 2017 · 8 mos
UBS Financial Services INC.Broker
July 2015 - September 2016 · 1 yr 2 mos
UBS Financial Services INC.
July 2015 - September 2016 · 1 yr 2 mos
Ameriprise Financial Services, INC.
December 2011 - July 2015 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
November 2009 - July 2015 · 5 yrs 8 mos
Vsr Financial Services, INC.Broker
January 2009 - November 2009 · 10 mos
LPL Financial CorporationBroker
July 2007 - January 2009 · 1 yr 6 mos
State Registrations18 states
AZCACTGAHIIDMEMNMTNJNYORTXUTVAWAWIWV
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.