Unclaimed
Christopher Totzke is a financial advisor who has been in the industry since 2001. Christopher is registered with Ameriprise Financial Services, LLC, a firm with over $1 billion in assets under management. Christopher specializes in providing a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Christopher is licensed in all 50 states and the District of Columbia. Christopher has previously worked with A I M DISTRIBUTORS, INC. and INVESCO DISTRIBUTORS, INC.
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
MN
02/04/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
TX
09/01/2003 - 01/21/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/03/1999 - 09/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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