Chandra Alexis Burns
Investment adviser representative at Ameriprise Financial Services, LLC
9 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Ameriprise Financial Services, LLCMay 2023 to now
- Northwestern Mutual Investment Services, LLCJan 2023 to May 2023
- Shane FrugeJul 2022 to May 2023
- Raymond James & Associates, Inc.Jan 2022 to Jul 2022
- UnemployedSep 2021 to Jan 2022
- Sagepoint Financial, Inc.Jul 2020 to Aug 2021
- UnemployedMar 2020 to Jun 2020
- Ameriprise Financial Services, Inc.May 2018 to Mar 2020
- UnemployedNov 2017 to May 2018
- Engrave Wealth Partners, LLCAug 2017 to Nov 2017
- RBC Capital Markets, LLCNov 2016 to Jul 2017
- Sta Wealth Management, LLCApr 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5302034
- Firm CRD
- 6363