user avatar

Kjell I Christiansen

Advisor at Ameriprise — Keene Valley, NY

Updated today

Credentials

Series 66

Experience

23 years

Location

Keene Valley, NY

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kjell Christiansen is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise or its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning focused on dependable income and incorporates proprietary research and third-party data in its recommendations.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Keene Valley, NY

Keene Valley NY

Advisors at this office

1

Most active in

New York · Pennsylvania

Work history

23 years of industry experience

Ameriprise

2020 - Present • 6 years

West Bridgewater, MA

Ameriprise Financial Services, Inc.

2003 - 2020 • 17 years

Braintree, MA

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

James L

CFP®, Series 63, Series 65, Series 66

Elizabethtown, NY

Lamb Retirement Solutions LLC

James Lamb is a financial advisor at Lamb Retirement Solutions LLC in Elizabethtown, NY, with 11 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Lamb serves part-time in the U.S. Army as a property book officer, responsible for inventorying and maintaining military equipment. Lamb Retirement Solutions primarily serves individual clients, managing approximately $3.07 million across about 42 accounts. The firm provides non-discretionary asset management, comprehensive financial planning, and access to insurance products, tailoring investment programs using both fundamental and technical analysis based on each client's goals and risk tolerance.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting General tax planning
user avatar

Stephen D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Stephen Duttenhofer is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at various Renaissance entities since 2011 and is also an employee and owner of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients, utilizing a proprietary research methodology that integrates macroeconomic, policy, portfolio strategy, and technical perspectives. The firm primarily operates as a subscription research provider rather than a traditional asset manager.

Factor investing / smart beta
user avatar

Jeffrey D

CFA®, Series 63

Lake Placid, NY

Renaissance Macro Research LLC

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Factor investing / smart beta
user avatar

Indraneil D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Factor investing / smart beta
user avatar

Eric B

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Factor investing / smart beta
user avatar

Adam S

Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Adam Sharvit is a Series 65 licensed financial advisor at Renaissance Macro Research LLC with one year of industry experience. He has previously worked at Rosenberg Research and several other firms, and holds a background that includes four years at Bell Canada. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients. The firm offers a tiered subscription model and focuses on delivering analysis through various formats without managing client assets or recommending individual securities.

Factor investing / smart beta
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)