Unclaimed
Christopher Birkenbeul is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Angola, Indiana. Christopher has been in the financial services industry since 2007. Christopher provides financial advice and services to individuals, families, and businesses. Christopher is registered with the state of Indiana and Ohio. Christopher holds the Series 7, Series 6, Series 63, and Series 66 licenses. Christopher is also a Registered Representative of Cambridge Investment Research, Inc. and a Registered Investment Advisor Representative of Cambridge Investment Research Advisors, 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IN
02/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Angola IN)
IN
10/11/2021 - 02/24/2023
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
03/25/2019 - 09/29/2021
FIRST PALLADIUM, LLC (FORT WAYNE IN)
IN
02/04/2013 - 12/04/2017
MERCAP SECURITIES, LLC (FORT WAYNE IN)
IN
11/10/2011 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
IN
06/02/2010 - 01/25/2011
PRIMEVEST FINANCIAL SERVICES, INC. (FORT WAYNE IN)
IN
10/23/2007 - 06/02/2008
NRP FINANCIAL, INC. (FORT WAYNE IN)
IN
02/05/2007 - 10/25/2007
METLIFE SECURITIES INC. (INDIANAPOLIS IN)
IN
02/05/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
07/29/2005 - 11/17/2006
FIFTH THIRD SECURITIES, INC. (FORT WAYNE IN)
MO
09/10/2003 - 03/14/2005
EDWARD JONES (ST. LOUIS MO)
OH
05/30/2003 - 10/15/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/10/2002 - 06/03/2003
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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