Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher James Rouse

Kestra Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher James Rouse

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.

Firm Information

Christopher Rouse is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Rouse’s Registration & Firm History

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)

Not sure if Christopher James Rouse is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Christopher James Rouse. Review regulatory record here.
Not sure if Christopher James Rouse is right for you?