Christopher Abraham Wehbey

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

• 04/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Portland, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Portland, OR

Other Businesses

Business Ownership; KPCW LLC; Co-owner; Manage Ameriprise Business; 4949 S Macadam Ave #68, , Portland, OR, 97239; Investment-Related; 10/30/2024; 60 hours per month; 20 to 39 during trading hours. Outside Employment; KPCW LLC; Co-owner; Manage advisory business; 4949 S Macadam Ave Suite 68, , Portland, OR, 97239; Investment-Related; 01/22/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-14

Other Names

• Christopher Wehbey