Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nelson is a financial advisor with over 9 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc., and is licensed to provide investment advice in Wisconsin. Prior to joining Osaic Wealth, Inc., Christopher worked at Woodbury Financial Services, Inc. and Thrivent Investment Management Inc., and Edward Jones. Christopher is a graduate of the University of Wisconsin-Oshkosh, and holds the Series 7, 24, 26, 52, 53, and 66 licenses. Christopher is a dedicated advisor with a passion for helping clients achieve their financial goals. Christopher specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (FOND DU LAC WI)
WI
01/06/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
10/28/2015 - 12/24/2019
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
05/30/2014 - 09/29/2015
EDWARD JONES (APPLETON WI)
BOTH
Issued 06/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/31/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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