Christopher Dennis Schalk
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
Are you Christopher Dennis Schalk? Claim your profile
Contact this firm
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
10 years in the industry.
- Ameriprise Financial Services, Inc.Nov 2018 to now
- PNC Bank, NAApr 2016 to Nov 2018
- PNC Investments, LLCApr 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 5553387
- Firm CRD
- 6363