United Planners' Financial Services of America a Limited Partner
33yrs
Top advisor by experience in Klamath Falls
9yrs
Christopher Stone
Financial advisor at Ameriprise Financial Services
Christopher Stone is a fiduciary financial advisor in Klamath Falls, Oregon, with 9 years in the industry. After four years at Edward Jones, Christopher joined Ameriprise Financial Services in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Christopher holds the CFP® designation.
One of 24 advisors with offices in Klamath Falls, and one of 24 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office735 Commercial St Suite 5000, Klamath Falls, OR 97601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- 2018 – 2022Edward JonesPreviously
Contact Christopher
Local office(541) 885-5499Ask for Christopher. (612) 671-3131Main office · Minneapolis, MN 735 Commercial St Suite 5000Klamath Falls, OR 97601Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Christopher’s local office at (541) 885-5499 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Christopher Stone.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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