Unclaimed
Chris Limmer is a financial advisor with Ameriprise Financial Services, LLC. Chris has been in the industry since 1999 and holds both Series 63 and 65 securities licenses as well as Series 7 and SIE registrations. Chris has worked with Ameriprise Financial Services, LLC since 2010, and has also been associated with firms such as OkoBoji Financial Services, Inc. and Raymond James Financial Services, Inc. Chris has experience working with clients including individuals, high-net-worth individuals, trusts/estates, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Chris is registered in Colorado, Minnesota, Montana, New York, North Dakota, Oregon, Pennsylvania, South Dakota, and Texas.
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
SD
01/11/2022 - Present
Ameriprise Financial Services, LLC (Brandon SD)
SD
05/29/2003 - 05/28/2010
OKOBOJI FINANCIAL SERVICES, INC. (BRANDON SD)
FL
08/29/2000 - 05/28/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
02/24/1999 - 08/22/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 09/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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