Unclaimed
Christopher Graw is a financial advisor with over 20 years of experience in the industry. He has a broad range of experience, having worked with Northwestern Mutual Investment Services, LLC and Cetera Advisor Networks LLC, and currently is a Wealth Manager with CWM, LLC, DBA Carson Group Partners and a Registered Representative with Cetera Investment Advisers LLC. Christopher provides financial planning, portfolio management, estate planning, and other advisory services to individuals, families, and businesses. Christopher is also a Certified Financial Planner. Christopher Graw is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (VINTON IA)
IA
06/26/2003 - 03/30/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)
IA
02/27/2020 - 03/23/2020
CETERA ADVISOR NETWORKS LLC (CEDAR RAPIDS IA)
BC
Issued 8/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/18/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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