Christopher Jason Kec

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

• 03/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Toledo, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Perrysburg, OH

Other Businesses

Business Ownership; CJK2021; Owner; To support my practice/team and help manage the day-to-day operations of my practice/team; 137 W 3rd St., , Perrysburg, OH, 43551; Investment-Related; 12/11/2020; 1 to 9 hours per month; 0 during trading hours / FPG Partners, LLC; You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; 137 W. Third St, , Perrysburg, OH, 43551; Investment-Related; 11/04/2022; 1 to 9 hours per month; 0 during trading hours / CKCW, Ltd.; Owner; You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; 137 W. Third St., , Perrysburg, OH, 43551; Investment-Related; 08/01/2006; 1 to 9 hours per month; 0 during trading hours / Quinn's Tax Service; Co-owner; Tax Preparation; 1307 S. Main Street, Suite A, Chelsea, MI, 48118; Not Investment-Related; 07/01/2025; 0 hours per month; 0 during trading hours. Outside Employment; CJK2021; Owner - Owner; ; 2250 Levis Commons Blvd, , Perrysburg, OH, 43551; Investment-Related; 12/11/2020; 1 to 9 hours per month; 0 during trading hours / FPG Partners, LLC; Owner - You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; ; 137 W Third St, , Perrysburg, OH, 43551; Investment-Related; 11/04/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-23

Other Names

• Christopher Jason Kec