ChooseAFinancialAdvisor.com
Advisors / California / Gilroy
33yrs

Christopher Daniel Loo

Financial advisor at Ameriprise Financial Services

Gilroy, CA 95020Top 11% by experience in California
Call the officeDirections

At a glance

Experience33 years (since 1993)
How that compares ?Top 11% by experience in California
Office8339 Church St Suite 204, Gilroy, CA 95020
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 1997 – now
    Ameriprise Financial Services, LLCCurrent firm

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call Ameriprise Financial Services at 612-671-3131 and ask for Christopher Daniel Loo. Christopher works from the Gilroy, CA office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1993, about 33 years. Top 11% by experience in California.

What licenses does Christopher hold?

Series 63. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Christopher paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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