Unclaimed
Christopher McGrann is a financial advisor with Riverbridge, based in Minneapolis, Minnesota. Christopher has been in the financial industry since 1996. Christopher has experience at several firms including U.S. Bancorp Investments, Inc., Sanford C. Bernstein & Co., LLC, Piper Jaffray & Co., First Albany Corporation, and Dain Rauscher Incorporated. Christopher holds several licenses including Series 7, Series 24, Series 31, Series 62, Series 63, and Series 65. Christopher specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Christopher also offers financial planning, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MN
05/25/2021 - Present
Riverbridge (MINNEAPOLIS MN)
MN
12/05/2016 - 06/01/2021
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
07/29/2014 - 11/22/2016
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
MN
01/14/2003 - 08/06/2013
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
04/25/2001 - 12/20/2002
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
04/06/1998 - 04/20/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
07/26/1995 - 04/06/1998
WESSELS, ARNOLD & HENDERSON, L.L.C. (MINNEAPOLIS MN)
IA
Issued 04/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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