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Chris Lee Goeglein

Burch & Company, Inc.

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About Chris Lee Goeglein

Chris Goeglein is a registered representative with Burch & Company, Inc. in Fort Wayne, Indiana. Chris has been in the industry since October 2009. Chris holds Series 62, 63, 79TO, and SIE licenses. Chris is registered in Illinois, Indiana, Michigan, New York, and Ohio.

Firm Information

Chris Goeglein is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Chris Goeglein’s Registration & Firm History

IN

10/09/2009 - Present

Burch & Company, Inc. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2009

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris Lee Goeglein.
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