Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Fencl is an Investment Advisor Representative with Carlson Capital Management, LLC. Christopher has been in the industry since 2012 and holds a Series 65 license, a designation of Certified Financial Planner. Christopher is currently registered in Minnesota and has a specializations in financial planning, portfolio management for individuals and portfolio management for 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.
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.
1
2
MN
01/23/2025 - Present
Carlson Capital Management, LLC (Bloomington MN)
IA
Issued 04/01/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Christopher Fencl is the right advisor for you? Invested Better is here to help.
