Unclaimed
Christine Senglaub is a financial advisor with Independent Financial Group, LLC. Christine has been in the financial services industry since 2013. She holds Series 7, 63, and 65 licenses. Christine also has experience with a variety of investment products, including stocks, bonds, mutual funds, and insurance. She is committed to providing her clients with personalized financial advice that meets their individual needs. Christine has also worked at SII INVESTMENTS, INC. and SAGEPOINT FINANCIAL, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
11/17/2023 - Present
Independent Financial Group, LLC (DELAFIELD WI)
WI
01/08/2020 - 12/07/2022
INDEPENDENT FINANCIAL GROUP, LLC (DELAFIELD WI)
WI
08/15/2014 - 01/13/2020
SAGEPOINT FINANCIAL, INC. (DELAFIELD WI)
WI
07/10/2013 - 09/02/2014
SII INVESTMENTS, INC. (DELAFIELD WI)
WI
05/08/2013 - 05/30/2013
MML INVESTORS SERVICES, LLC (BROOKFIELD WI)
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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