CM
CM

Christopher Mcneil

10 Years of Experience
Park City, KS
Broker

Christopher Mcneil is a registered investment advisor at Ameriprise Financial Services, LLC, based in Park City, KS, with 10 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

Park City, KS

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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
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Cwm, LLC
December 2022 - August 2024 · 1 yr 8 mos
Pruco Securities, LLC.Broker
January 2022 - December 2022 · 11 mos
Prudential Financial Planning Services
January 2022 - December 2022 · 11 mos
Commerce Brokerage Services, INC
December 2017 - January 2022 · 4 yrs 1 mo
Commerce Brokerage Services, INC.Broker
December 2017 - January 2022 · 4 yrs 1 mo
Waddell & Reed
September 2015 - November 2017 · 2 yrs 2 mos
Waddell & ReedBroker
July 2015 - November 2017 · 2 yrs 4 mos
State Registrations17 states
ALARAZCACOFLGAIAKSKYMIMONCOKSCTXWA
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.
Christopher Mcneil - Financial Advisor | TrueAdvisor