Unclaimed
Christopher Ohnstad is a financial advisor at Wells Fargo Clearing Services, LLC. Christopher has been in the industry since 2002 and holds Series 6, 7, 63, and 66 licenses. Christopher is also a Certified Financial Planner. Christopher offers a wide range of financial services, including financial planning, portfolio management, and investment consulting services. Christopher's experience and qualifications make him a valuable asset to Wells Fargo Clearing Services, LLC and their clients.
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.
Investment consulting services to institutional clients
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.
1
2
MN
11/18/2013 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
11/02/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
WI
05/10/2005 - 09/02/2005
SII INVESTMENTS, INC. (APPLETON WI)
CA
12/01/2004 - 04/27/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
08/20/2002 - 02/06/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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