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Kjell I Christiansen

Advisor at Ameriprise — Keene Valley, NY

Updated today

Credentials

Series 66

Experience

22 years

Location

Keene Valley, NY

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kjell Christiansen is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Keene Valley, NY

Keene Valley NY

Advisors at this office

1

Most active in

New York · Pennsylvania

Work history

22 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

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James L

CFP®, Series 63, Series 66, Series 65

Elizabethtown, NY

Lamb Retirement Solutions LLC

James Lamb is a CFP® with 11 years of industry experience and currently operates Lamb Retirement Solutions LLC in Elizabethtown, NY. His prior experience includes roles at IP Financial Advisory Services LLC, Innovation Partners LLC, and Parsonex Securities, Inc. He also serves part-time as a U.S. Army property book officer, managing inventory and maintenance of military equipment. Lamb Retirement Solutions primarily serves individual clients, managing approximately $3.07 million across about 42 accounts with a focus on non-discretionary portfolio management, financial planning, and insurance products. The firm tailors investment strategies using both fundamental and technical analysis, emphasizing client approval and regular reviews.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting General tax planning
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Stephen D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Stephen Duttenhofer is a financial advisor at Renaissance Macro Research LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Renaissance-affiliated entities since 2011. Duttenhofer is also an owner and employee of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and sophisticated individual investors through a tiered subscription service. The firm uses a proprietary methodology combining economic, policy, portfolio strategy, and quantitative analysis to deliver customized reports and multimedia content without managing client assets.

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
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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
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