Unclaimed
Chris Wille is a financial advisor with Ameriprise Financial Services, LLC. Chris is registered with 26 state securities regulators and has 16 years of experience in the financial services industry. Chris is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Chris's specialties include asset allocation services, financial planning, portfolio management for businesses, and portfolio management for individuals. Chris has a Series 7 and Series 66 securities license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
06/22/2007 - Present
Ameriprise Financial Services, LLC (KIRKLAND WA)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chris Wille is the right advisor for you? Invested Better is here to help.