Chase Randolph Rohrer
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Ameriprise Financial Services, LLCJun 2022 to now
- Independent Financial GroupAug 2021 to Jun 2022
- Equitable Advisors,LLCJul 2021 to Aug 2021
- Penn State Farm ServicesSep 2019 to May 2021
- United Parcel ServiceMay 2019 to Aug 2019
- Penn State UniversityAug 2017 to May 2021
- Fred Tiday BuildersJun 2016 to Jan 2021
- Cumberland Valley High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7414971
- Firm CRD
- 6363