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Christopher Calin McGrann

Riverbridge

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About Christopher Calin McGrann

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.

Firm Information

Christopher McGrann is currently registered with Riverbridge. Riverbridge is an investment advisor based in Minneapolis, Minnesota. They manage over $7.4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Riverbridge offers a range of investment advisory services, including financial planning, portfolio management, and educational seminars. They also participate in wrap fee programs.
Riverbridge

80 SOUTH EIGHTH STREET

MINNEAPOLIS, MN 55402

$7.43B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher McGrann’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Calin McGrann.
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