Chase Kallen (CRD# 6651134) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington Hills, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Farmington Hills, MI | May 2023 - Current | < 1 |
| The State Bank | Farmington Hills, MI | Mar 2021 - Current | 3 |
| Cetera Investment Services LLC | St Cloud, MN | Mar 2021 - May 2023 | 2 |
| Cetera Investment Advisers LLC | Farmington Hills, MI | Mar 2021 - May 2023 | 2 |
| Raymond James | Birmingham, MI | May 2018 - Apr 2021 | 2 |
| Michigan State University | East Lansing, MI | Aug 2014 - May 2018 | 3 |
| Walled Lake Northern High School | Commerce Twp., MI | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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