CH
CFP
CH
CFP

Chassity Hood

9 Years of Experience
Grand Rapids, MI
Broker

Chassity Hood is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MI, with 9 years of industry experience. Chassity 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.

Loading...

Location

3351 Eagle Run Dr NE Ste C, Grand Rapids, MI, 49525

Get directions

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.

Learn about disclosures →
Other Business Activities

Chassity is involved with OKL, LLC, dedicating about a quarter of her time to it. This activity is investment-related and occurs during and outside of trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLC
July 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
LPL Financial LLC
March 2021 - July 2024 · 3 yrs 4 mos
LPL Financial LLCBroker
March 2021 - July 2024 · 3 yrs 4 mos
The Huntington Investment CompanyBroker
December 2018 - March 2021 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2015 - April 2018 · 2 yrs 6 mos
State Registrations18 states
ARCTFLGAIAILKSKYMIMNMONCNJNYOKPATXWA
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.