Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Aaron Wicker is a financial advisor with LPL Financial LLC in BALDWIN, WI. Christopher has been in the financial services industry for over 23 years. Christopher has passed the Series 63, 66, 7, and SIE exams. Christopher also holds registrations in Minnesota and Wisconsin. Christopher provides services including consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
11/13/2023 - Present
LPL Financial LLC (BALDWIN WI)
WI
10/02/2006 - 11/13/2023
HARBOUR INVESTMENTS, INC. (BALDWIN WI)
WI
05/21/2004 - 10/02/2006
INVEST FINANCIAL CORPORATION (BALDWIN WI)
CA
03/20/2001 - 05/24/2004
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
WI
06/29/2000 - 03/09/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Wicker is the right advisor for you? Invested Better is here to help.
