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Christopher Coburn

Advisor at Ameriprise

Updated today

Location

Sebago, ME

Credentials

Series 63, Series 66

Industry experience

38 years

About

Christopher Coburn is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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

Sebago, ME

Most active in

Connecticut · Maine

Work history

Ameriprise financial Services LLC

2017 - Present (9 years)

UBS Financial services Inc

2008 - 2017 (9 years)

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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Bradley M

Series 63

Raymond, ME

Maine Securities Corporation

Bradley Mccurtain is a financial advisor at Maine Securities Corporation with 48 years of industry experience. He has been with Maine Securities Corporation since 1985. Outside of his advisory role, he is the sole owner of a coffee importing business that sells green and roasted coffee in the United States. Maine Securities Corporation provides investment advisory and portfolio management services primarily to individual clients, with a focus on quantitative value investing and the use of listed options for income and hedging. The firm operates a combined RIA and affiliated broker-dealer structure, offering discounted commission rates and occasional underwriting roles, along with an affiliated life and health insurance agency.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments
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Donald D

Series 66

Bridgeton, ME

Daniels D'Amelio Investment Management Group, LLC

Donald Daniels is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Deutsche Bank. Daniels has been with Daniels D'Amelio Investment Management Group since 2019. Daniels D’Amelio Investment Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individual investors and employer-sponsored retirement plan sponsors. The firm manages approximately $45 million in assets and employs a combination of fundamental, technical, quantitative, and sector analysis to construct and monitor individualized portfolios. It also offers employer retirement-plan consulting and corporate services, including tax and corporate-structure advice.

Options & derivatives strategies Real estate investing
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Clark W

Series 63, Series 66

West Baldwin, ME

Empower Advisory Group

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Gwfs Equities, Inc. Welch serves on the Board of Directors for Derry Pathfinders, a nonprofit snowmobile club, where he helps approve the club’s direction. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates in its planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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John F

Series 63, Series 65

Bridgton, ME

Brookstone Capital Management LLC

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Trent C

Series 66

Windham, ME

key Investment Services LLC

Trent Cunningham is a financial advisor with key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. He has been with key Investment Services since 2009. Outside of his advisory role, he serves as secretary and treasurer of the Orion Way Road Association, a local private road maintenance group. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

John D

Series 63, Series 66

Windham, ME

Edward Jones

John Daniels is a financial advisor with Edward Jones based in Windham, ME, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Primerica Advisors and Business Networking International. In addition to his advisory work, he was involved with BrooksCapes Property Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy Divorce financial planning Self-Employed
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