Christopher
Cohn

Ameriprise Financial Services, Inc

CRD#4984523
Investment Advisor
in San Diego, CA
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About this Advisor

Christopher Cohn is a certified financial planner operating in San Diego, California, with a total of 10 years of professional experience. Cohn is an advisor for Ameriprise Financial Services, Inc. The advisor has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Ameriprise Financial Services Inc and Wells Fargo Clearing Services, LLC. Cohn maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Ameriprise Financial Services, Inc is a financial advisory business that has its headquarters in San Diego, California. The firm has offices in 161 locations and a total of 13,020 financial advisors. It administers $244 billion in total assets among its 1,268,997 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors usually depend on which service is offered. However, fee types charged by Ameriprise Financial Services, Inc most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

8910 University Center Ln Ste 200
San Diego, CA 92122-1023

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

CA Average: $5,289,111,388
Total Number of Employees

13,020

CA Average: 157
Total Number of Accounts

1,268,997

CA Average: 8,262
Average Account Size

$192,468

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Christopher Cohn Work History

Christopher has 10 years of experience.

2018 - Present (1 years)

Ameriprise Financial Services Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Christopher Cohn has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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