CB
CB

Chandra Burns

16 Years of Experience
Lindsborg, KS
Broker

Chandra Burns is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lindsborg, KS, with 16 years of industry experience. Chandra 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

107 S Main St, Lindsborg, KS, 67456

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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
May 2023 - Present · 3 yrs
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs
Ameriprise Financial Services, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2023 - June 2023 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
January 2023 - June 2023 · 5 mos
Raymond James & Associates, INC.
January 2022 - August 2022 · 7 mos
Raymond James & Associates, INC.Broker
January 2022 - August 2022 · 7 mos
Sagepoint Financial, INC.Broker
July 2020 - August 2021 · 1 yr 1 mo
Sagepoint Financial, INC.
July 2020 - August 2021 · 1 yr 1 mo
Ameriprise Financial Services, LLCBroker
May 2018 - March 2020 · 1 yr 10 mos
Ameriprise Financial Services, LLC.
May 2018 - March 2020 · 1 yr 10 mos
Engrave Wealth Partners, LLC
August 2017 - December 2017 · 4 mos
RBC Capital Markets, LLC
November 2016 - July 2017 · 8 mos
RBC Capital Markets, LLCBroker
November 2016 - July 2017 · 8 mos
Sta Wealth Management, LLC
April 2014 - November 2016 · 2 yrs 7 mos
Research Financial Strategies
March 2013 - April 2014 · 1 yr 1 mo
Purshe Kaplan Sterling InvestmentsBroker
February 2013 - February 2016 · 3 yrs
LPL Financial LLC
February 2008 - February 2013 · 5 yrs
LPL Financial LLCBroker
October 2007 - February 2013 · 5 yrs 4 mos
State Registrations11 states
ARAZCOILKSMIMONENMNYTX
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.
Chandra Burns - Financial Advisor | TrueAdvisor