Christopher Thomas Reid

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 01/2021
  Royal Alliance & Associaotes
  Livonia, MI
• 01/2021 → Present
  Ameriprise Financial Services, Llc.
  Novi, MI

Previous Registrations

• 2012-01-03 → 2021-01-07
  Osaic Wealth, Inc.
  Troy, MI
  Troy, MI
  Rochester Hills, MI
• 2010-01-26 → 2011-10-31
  Leonard & Company
  Troy, MI

Other Businesses

Independent Insurance Brokering; GUARDIAN INSURANCE; 07/20/2016; Disability Income. Business Ownership; Blumark Tax Advisors LLC; Director and tax professional. Prepare and review income tax work.; Tax Preparation; 6915 Rochester Rd Suite 340, , Troy, MI, 48085; Not Investment-Related; 11/30/2015; 60 hours per month; 60 during trading hours / Blumark Financial Advisors LLC; Co-owner; Manage Ameriprise Business; 2601 Cambridge Ct, Suite 120, Auburn Hills, MI, 48326; Investment-Related; 07/20/2016; 60 hours per month; 60 during trading hours. Outside Employment; Blumark Tax Advisors LLC; Partner - Manage the tax practice. Prepare and review tax returns.; Tax Preparation; 2601 Cambridge Ct, Suite 120, Auburn Hills, MI, 48326; Not Investment-Related; 11/30/2015; 60 hours per month; 60 during trading hours / Blumark Financial Advisors LLC; Owner; Manage advisory business; 2601 Cambridge Ct, Suite 120, Auburn Hills, MI, 48326; Investment-Related; 07/20/2016; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-21
• S63 Uniform Securities Agent State Law Examination
  2000-10-16

Designations

• Certified Financial Planner