Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Robert Brickheimer is an investment advisor representative with LPL Financial LLC based in Wausau, Wisconsin. Christopher has been in the securities industry since 2001. Christopher has been registered with LPL Financial LLC since October 2024 and has been previously registered with Woodbury Financial Services, Inc. and SII Investments, Inc. Christopher holds the following licenses: Series 63, Series 66, Series 7, and SIE. Christopher's areas of expertise include financial planning, pension consulting, and portfolio management for individuals 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
10/29/2024 - Present
LPL Financial LLC (WAUSAU WI)
WI
11/03/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WAUSAU WI)
WI
06/05/2001 - 11/03/2017
SII INVESTMENTS, INC. (WAUSAU WI)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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