Unclaimed
Christina Maria Walasik is a Certified Financial Planner™ with over 16 years of experience in the financial services industry. She is registered with Gradient Advisors, LLC and has been with the firm since May 2017. Christina is also the owner of Pickwick Wealth Management, LLC and Pickwick Financial Group. She provides a wide range of financial services to individuals, families, and businesses. Christina's areas of expertise include financial planning, investment management, and insurance. She is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees
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MN
05/08/2017 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 04/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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