Unclaimed
Christopher Manternach is a financial advisor with over 15 years of experience. Christopher holds Series 6, 63, and 65 licenses. Christopher has been registered with Cetera Investment Advisers LLC since 2024 and Avantax Planning Partners, Inc. since 2014. Prior to that, Christopher was associated with GWFS Equities, Inc. Christopher provides financial planning and portfolio management services to individuals and businesses. Christopher is located in Dubuque, IA and is actively registered in Iowa.
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
08/12/2024 - Present
Cetera Investment Advisers LLC (DUBUQUE IA)
CO
03/31/2008 - 01/04/2010
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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