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Alex Kendall Mager

1 Year of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
555 advisors
Number of Clients
5,033 clients
Average Client Portfolio
$50.9M average
Assets Under Management
$256.3B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

81 Mill St, Ste 100, Gahanna, OH, 43230-3011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alex is a registered staff member in Jeff Chaddock's Ameriprise practice. This takes about a quarter of Alex's time.

Employment History
Current Registrations
First Trust Portfolios L.P.Broker
June 2025 - Present · 8 mos
First Trust Advisors LP
June 2025 - Present · 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2024 - June 2025 · 11 mos
Ameriprise Financial Services, LLCBroker
March 2024 - June 2025 · 1 yr 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.