Chassity Coline Kania

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

• 08/2015 → 03/2018
  Jpmorgan Securities Llc
  Grand Rapids, MI
• 09/2012 → 03/2018
  Jpmorgan Chase Bank
  Grand Rapids, MI
• 11/2018 → 03/2021
  The Huntington National Bank
  Grand Rapids, MI
• 12/2018 → 03/2021
  The Huntington Investment Company
  Columbus, OH
• 04/2018 → 11/2018
  Fifth Third Bank
  Grand Rapids, MI
• 03/2021 → 07/2024
  Lpl Financial Llc
  Byron Center, MI
• 03/2021 → 07/2024
  Lake Michigan Credit Union
  Grand Rapids, MI
• 07/2024 → Present
  Ameriprise Financial Services, Llc
  Grand Rapids, MI

Previous Registrations

• 2021-03-31 → 2024-07-17
  Lpl Financial Llc
  Ada, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Kalamazoo, MI
  Lowell, MI
  Rochester Hills, MI
  Zeeland, MI
  Granhaven, MI
  Holland, MI
  Byron Center, MI

Other Businesses

Outside Employment; OKL, LLC; Associate Advisor; Manage advisory business; 7130 S Westnedge AVE , , Portage, MI, 49002; Investment-Related; 07/12/2024; 40 to 59 hours per month; 20 to 39 during trading hours. Other Business Activities; Women's Resource Center to end domestic violence. Pro Bono work CFP; I am working with women who are victims of domestic violence as a CFP to satisfy my probono hours. They have a program that helps the most vulnerable women get back on their feet and reorganize their lives. I found them through the Foundation of Financial Planning FFP probonoplannermatch.org. They reached out with a case they would like help on. I did the training as well as spoke with the nonprofit to see if it is a good fit and I am excited to offer simple goal planning. This activity will be virtual.; 3351 Eagle Run dr NE STE C, , Grand Rapids, MI, 49534; Investment-Related; 07/30/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-23

Designations

• Certified Financial Planner

Other Names

• Chassity C Hood
• Chassity Coline Sutton
• Chassity Hood
• Chassity C Sutton
• Chassity Sutton
• Chassity Coline Kania
• Chassity Coline Hood