Christopher John Kelly

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

• 12/2014 → 01/2022
  Cardiome Pharma Corp
  Chadds Ford, PA
• 08/2017 → 01/2022
  Lpl Financial Llc
  New Hope, PA
• 01/2022 → Present
  Ameriprise Financial Services Llc
  New Hope, PA

Previous Registrations

• 2018-09-11 → 2022-02-09
  Lpl Financial Llc
  New Hope, PA

Other Businesses

Real Estate Ownership; Single Family; 612 N Shady Retreat Rd Unit 38, , Doylestown, PA, 18901; Not Investment-Related; 07/01/2015. Business Ownership; Penn Wealth Accounting Group; Tax preparer; Tax Preparation; 6444 Lower York Road, , New Hope, PA, 18938; Not Investment-Related; 10/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Delaware Valley Food Pantry; Board Member; 1 Cherry St #1, , Lambertville, NJ, 08530; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-11

Designations

• Certified Financial Planner