Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Manternach is a financial advisor who has been registered with the state of Iowa since 2014. Christopher is associated with Avantax Planning Partners, Inc. and Cetera Investment Advisers LLC. Christopher holds a Series 65 license and a Series 63 license. Christopher also holds a Series 6 license. Christopher has previously worked for GWFS Equities, Inc. and HK Financial Services. Christopher has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, banking institutions, and state or municipal government entities.
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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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 5/2/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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