Christopher Stone

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

• 01/2018 → 04/2022
  Edward Jones
  St Louis, MO
• 10/2010 → 10/2017
  Columbia Forest Products
  Klamath Falls, OR
• 04/2022 → Present
  Ameriprise Financial Services, Llc
  Klamath Falls, OR

Previous Registrations

• 2018-03-19 → 2022-04-25
  Edward Jones
  Klamath Falls, OR
  St Louis, MO
  Klamath Falls, OR
  Klamath Falls, OR
  Klamath Falls, OR

Other Businesses

Board of Directors; Klamath-Lake County Food Bank; President; 3231 Maywood Dr, , Klamath Falls, OR, 97603; Not Investment-Related; 01/23/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; The Permanence Group LLC; Employee; Manage advisory business; 735 Commercial St, Suite 5000, Klamath Falls, OR, 97601; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-16

Designations

• Certified Financial Planner

Other Names

• Christopher Lynn Stone