Charles Zitner

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

• 07/1997 → 03/2020
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Other Businesses

Business Ownership; BCZ 29 Inc; Administrator; Financial Services; 10133 NW 24th Place APT 402, , Sunrise, FL, 33322; Not Investment-Related; 04/03/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; BCZ29; president - coo; ; 10133nw 24th pl. apt402, , sunrise, FL, 33322; Not Investment-Related; 04/03/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-07

Other Names

• Charles Zitner
• Chuck Zitner