Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Milford, DE 19963-1706
Ameriprise
Institution
Christopher Theis is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked previously at Guardian Advisors, LLC, Commonwealth Financial Network, Big Investment Services, and Wells Fargo Advisors Financial Network LLC. He serves as treasurer on the board of Delmarva Christian Schools and the Rivers End Property Owners Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Milford, DE
556 South Dupont Blvd, Suite G
Milford DE 19963-1706
Advisors at this office
1
Delaware · Texas
21 years of industry experience
Ameriprise Financial Services LLC
2025 - Present • 1 year
Millsboro, DE
Guardian Advisors, LLC
2018 - 2025 • 7 years
Millsboro, DE
Commonwealth Financial Network
2018 - 2025 • 7 years
Waltham, MA
Big Investment Services
2011 - 2018 • 7 years
Dover, DE
Wells Fargo Advisors Financial Network LLC
2011 - 2018 • 7 years
Dover, DE
Edward Jones
2009 - 2011 • 2 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Milford, DE
Atlantic Advisors, Inc.
Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.
Series 65
Lewes, DE
Cagr Finance LLC
Arjun Goel is a financial advisor at Cagr Finance LLC with a Series 65 credential and one year of industry experience. He previously worked at Evolution Finance Inc. for eight years and has experience at Smith School of Business. Cagr Finance LLC is an SEC-registered investment adviser that provides discretionary, model-based asset management exclusively through an interactive web platform and automated trading. The firm combines fundamental, value-oriented analysis with proprietary ratings and algorithm-driven portfolio management, serving individual and high-net-worth investors via a digital-only delivery model.
Series 66
Greenwood, DE
Clarity Financial Advisors LLC
Douglas Root is a financial advisor at Clarity Financial Advisors LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Pruco Securities LLC. Outside of his advisory role, he has served as IT manager and administrator at Greenwood Mennonite School and has worked as a delivery driver for ChoiceBooks. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and utilizes third-party platforms and sub-advisers as needed.
Series 66
Milford, DE
Impact Partnership Wealth, LLC
James Stark is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and 43 years of industry experience. He has previously worked at JB Stark Financial, LLC, OneAscent Financial Services LLC, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across multiple advisory representatives. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad network of affiliated entities and third-party providers.
Series 63, Series 65
Milford, DE
Capitol Securities Management, Inc.
Holly Smith is a financial advisor at Capitol Securities Management, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Capitol Securities Management since 2008. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.
Series 63, Series 65
Milton, DE
Private Advisor Group, LLC
Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at LPL Financial from 2018 and Wells Fargo Advisors Financial Network LLC from 2008. Howell provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.
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