Unclaimed
Christopher Rouse is an investment advisor representative at Kestra Advisory Services, LLC. Christopher has been in the financial industry since 1995. Christopher has been registered with Kestra Advisory Services, LLC since 2016. Before joining Kestra Advisory Services, LLC, Christopher worked for NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC and ROBERT W. BAIRD & CO. INCORPORATED. Christopher is registered to provide investment advisory services in Minnesota. Christopher holds the Series 6, Series 7, Series 63 and Series 65 licenses. Christopher provides financial planning and portfolio management services to individuals and businesses. Christopher specializes in helping clients with retirement planning, investment management, and insurance. Christopher is committed to providing his clients with personalized advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
04/21/2016 - Present
Kestra Advisory Services, LLC (Plymouth MN)
MN
10/10/1995 - 12/19/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
WI
10/16/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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