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Christopher James Carruthers

Advisor at Ameriprise — Bastrop, TX

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Bastrop, TX 78602-3809

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Christopher Carruthers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior firms include Dovetail Wealth Management, LPL Financial, Post Oak, Austin Private Wealth, and Merrill. Outside of his advisory work, he serves as the treasurer for the Cub Scouts organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides detailed planning and recommendations focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Bastrop, TX

921 Main St.

Bastrop TX 78602-3809

Advisors at this office

1

Most active in

Texas

Work history

13 years of industry experience

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Bastrop, TX

Dovetail Wealth Management, LLC

2021 - 2026 • 5 years

Taylor, TX

LPL Financial, LLC

2021 - 2026 • 5 years

Taylor, TX

Post Oak

2020 - 2021 • 1 year

Kyle, TX

Austin Private Wealth, LLC

2019 - 2020 • 1 year

Austin, TX

Ameriprise Financial Services, Inc.

2014 - 2019 • 5 years

Austin, TX

Merrill

2013 - 2014 • 1 year

Austin, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Barbara D

Series 63, Series 65

McDade, TX

WESTPARK WEALTH Advisors, Inc.

Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Options & derivatives strategies
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Diane B

Series 63, Series 66

Bastrop, TX

Hilltop Securities inc.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Aaron B

Series 65, Series 66

Bastrop, TX

Altitude Capital Management LLC

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Annuities General estate planning guidance
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Matthew K

Series 66

Bastrop, TX

Wealth Enhancement Advisory Services, LLC

Matthew Kolesky is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior experience includes 22 years at Arbor Capital Management, Inc. before joining Wealth Enhancement Advisory Services and the Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that integrates passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Michael H

Series 63, Series 65

Bastrop, TX

LPL Financial

Michael Hosford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior work includes roles at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. Outside of advising, he is involved in equipment leasing through Lone Ranger Leasing, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joe A

Series 66

West Bastrop, TX

LPL Financial

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, BBVA Compass Insurance Agency, and Morgan Stanley. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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