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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Spaith is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since 2016 and has experience in helping clients with a wide range of financial needs, including retirement planning, investment management, and insurance. Christopher has held previous roles with EMPOWER FINANCIAL SERVICES, INC., MFD DISTRIBUTOR, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and FIDELITY BROKERAGE SERVICES LLC. Christopher is registered to provide investment advice in Wisconsin.
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.
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2
WI
06/11/2024 - Present
Ameriprise Financial Services, LLC (Madison WI)
CO
08/10/2023 - 05/24/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
WI
09/30/2022 - 04/05/2023
MFD DISTRIBUTOR, LLC (MADISON WI)
WI
10/21/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MIDDLETON WI)
WI
12/16/2013 - 09/22/2016
FIDELITY BROKERAGE SERVICES LLC (MIDDLETON WI)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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