Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dwight Stout is an investment advisor representative at Cresset Asset Management, LLC. Stout has been in the industry since 2008 and previously worked at M HOLDINGS SECURITIES, INC. and SECURIAN FINANCIAL SERVICES, INC. Stout holds Series 63, 66, and 7 licenses. Stout also holds a SIE license.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
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.
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2
IL
05/02/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
TN
09/08/2010 - 05/01/2023
M HOLDINGS SECURITIES, INC. (NASHVILLE TN)
TN
03/05/2008 - 09/09/2010
SECURIAN FINANCIAL SERVICES, INC. (FRANKLIN TN)
BOTH
Issued 05/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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