Christopher Lawrence Balcerowiak

Employer firm

The Fiduciary Alliance CRD 284924

$2.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 05/2023
  Ameriprise Financial Services, Inc.
  Clinton Twp, MI
• 10/2009 → 03/2018
  Ameriprise Financial Services, Inc.
  Shelby Township, MI
• 05/2023 → Present
  The Fiduciary Alliance
  Greenville, SC
• 12/2017 → Present
  Creative Retirement Solutions Group
  Sterling Heights, MI

Previous Registrations

• 2009-10-05 → 2023-06-06
  Ameriprise Financial Services, Llc
  Bloomfield Hills, MI
  Clinton Twp, MI
  Sterling Heights, MI
• 2007-08-03 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Shelby Township, MI
  Shelby Township, MI

Other Businesses

Real Estate Ownership; Single Family; MI 48044; Not Investment Related; July 2019. Business Ownership; C & C Estates LLC; Owner; This business is used to run expenses through.; MI 48315; Investment Related; March 2018; 40 hours per month; 0 during trading hours. Insurance Sales; Investment-related; MI; Agent; Start date: May 2022; approximately 30 hrs/mo during trading hours; sales of various insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-02
• S63 Uniform Securities Agent State Law Examination
  1987-01-30

Designations

• Certified Financial Planner