Chad
Meisner

Ameriprise Financial Services, Inc

CRD#2606190
Investment Advisor
in Atlanta, GA
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About this Advisor

Chad Meisner is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered financial advisor with Ameriprise Financial Services, Inc, they have accrued 13 years of professional experience as a financial advisor. Meisner maintains Series 63 and Series 66 licenses, designating them as a securities broker. Meisner is registered to work with clients in Georgia and Texas. During their career, Meisner has held roles at Citigroup Global Markets Inc, Ameriprise Financial Services, Inc and Securities America, Inc. Ameriprise Financial Services, Inc is headquartered in Atlanta, Georgia, and has 161 additional offices across the country. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 accounts and retains more than 13,020 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Ameriprise Financial Services, Inc offers 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. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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

3353 Peachtree Rd Ne Ste 920
Atlanta, GA 30326-1412

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA 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

Chad Meisner Work History

Chad has 13 years of experience.

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2009 - 2011 (2 years)

Securities America, Inc

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Chad Meisner has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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