Unclaimed
Christopher Brackman is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Christopher has been in the financial industry for over 30 years. Christopher is licensed in several states, including Wisconsin, Texas, and Illinois. Christopher has a strong background in insurance and financial planning. He is also a Certified Financial Planner. Christopher works with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
02/05/2009 - Present
Cambridge Investment Research Advisors, Inc. (DELAFIELD WI)
IN
07/08/2000 - 10/13/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
06/30/1994 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
10/03/1990 - 06/30/1994
FAHNESTOCK & CO., INC. (NEW YORK NY)
BC
Issued 10/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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