Chase Cooper Kallen

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

• 05/2018 → 04/2021
  Raymond James
  Birmingham, MI
• 08/2014 → 05/2018
  Michigan State University
  East Lansing, MI
• 03/2021 → 05/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2021 → 05/2023
  Cetera Investment Advisers Llc
  Farmington Hills, MI
• 03/2021 → Present
  The State Bank
  Farmington Hills, MI
• 05/2023 → Present
  Ameriprise Financial Services, Llc
  Farmington Hills, MI
• 04/2025 → Present
  Choiceone Bank
  Fenton, MI

Previous Registrations

• 2021-04-26 → 2023-05-05
  Cetera Investment Advisers Llc
  Farmington Hills, MI
• 2018-10-04 → 2021-04-26
  Raymond James & Associates, Inc.
  Birmingham, MI

Other Businesses

Business Ownership; Modern Icon; Co-owner; Retail; 270 Melinda Cir., , White Lake, MI, 48386; Not Investment-Related; 05/01/2020; 20 to 39 hours per month; 0 during trading hours. Outside Employment; ChoiceOne Bank; I am a financial advisor and a salaried employee.; I am a wealth advisor with ChoiceOne Bank and I am licensed as a registered representative and investment advisor representative.; 175 N Leroy Street, , Fenton, MI, 48430; Investment-Related; 04/03/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Oakland County Sheriff's Advisory Council; I am involved with the Oakland County Sheriff's advisory council where business leaders in the county sit in to listen to timely issues in the community regarding the sheriff's department. As business leader in the community, we direct our expertise and resources to help accomplish goals that the sheriff's department is trying to accomplish. The meetings are an hour and a half, and we listen to topics created by Sheriff Bouchard to see if we may be able to help or give our input.; 1200 N. Telegraph Rd., Bldg. 38E, Pontiac, MI, 48341; Not Investment-Related; 09/08/2021; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Other Names

• Chase C Kallen
• Chase Kallen