Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Okada is a financial advisor who has been in the industry since 2009. Christian holds the Series 7, Series 66, and SIE licenses. Christian is registered with the state of Minnesota as both a broker-dealer and an investment advisor representative. Christian is currently employed by Wealth Enhancement Advisory Services, LLC. Christian has a CFP designation and is also a member of the South Washington School District Chain Crew. Christian works at Wealth Enhancement Advisory Services, LLC in Woodbury and Plymouth, MN. Christian has experience with various investment products and services. Christian specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
11/10/2016 - Present
Wealth Enhancement Advisory Services, LLC (WOODBURY MN)
MN
02/20/2009 - 03/01/2010
LPL FINANCIAL CORPORATION (OAKDALE MN)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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