Years of Experience
5-20+ Years
Hales Corners, WI
0 Disclosures
ADVISOR BIO
Christopher Collins is a registered Investment Advisor Representative with Sequent Planning, LLC. Christopher is also a licensed insurance agent. Christopher has been in the financial services industry since January 2010. Christopher has a Series 65 license. Christopher's firm, Sequent Planning, LLC, provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals.
SPECIALIZATIONS
MEQUON, WI
29 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Doughty is a financial advisor with over 27 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in both Texas and Wisconsin. Christopher is associated with Raymond James Financial Services Advisors, Inc. and is also an owner and proprietor of Gentian Financial, Inc.. Christopher works with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. Christopher specializes in financial planning, portfolio management, and insurance services. Christopher's focus is to help clients achieve their financial goals.
SPECIALIZATIONS
Rice Lake, WI
15 Years Experience
1 Disclosures
ADVISOR BIO
Christopher Janssen is a registered representative with Thrivent Investment Management Inc. in Rice Lake, Wisconsin. Christopher has been in the securities industry since August 2009. He is a registered investment advisor representative in Wisconsin and has a Series 7, Series 66, and SIE license. Christopher specializes in providing financial planning services to individuals and portfolio management for individuals and businesses.
SPECIALIZATIONS
SHEBOYGAN, WI
20 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Heus is a financial advisor with over 19 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional who is committed to providing personalized financial advice to individuals, families, and businesses. Christopher is currently registered with Osaic Wealth, Inc. and has previously been registered with Signator Investors, Inc.
SPECIALIZATIONS
NEW BERLIN, WI
2 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Thomas Yingling is a registered representative with Osaic Wealth, Inc. in New Berlin, Wisconsin. Christopher is a licensed investment advisor representative in Wisconsin. Christopher has been in the securities industry since 2016 and has experience in property and casualty insurance sales. Christopher holds the Series 7TO, Series 6TO, Series 63, Series 66 and Series 24 securities licenses. Christopher is also a licensed insurance broker in Wisconsin. Christopher's specializations include investment strategies, retirement planning, financial planning, and estate planning. Christopher has a strong focus on providing personalized financial advice to individuals and families.
SPECIALIZATIONS
WEST BEND, WI
8 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Beloin is a financial professional at Thrivent Investment Management Inc., with over 7 years of experience in the industry. Christopher is registered in Georgia, North Carolina, and Wisconsin. Christopher has Series 6 and Series 63 licenses as well as the SIE designation, indicating expertise in investment company products, variable contracts, and general securities knowledge. At Thrivent Investment Management Inc., Christopher specializes in providing financial planning and portfolio management services to individuals and businesses.
SPECIALIZATIONS
BALDWIN, WI
24 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Aaron Wicker is a financial advisor with LPL Financial LLC in BALDWIN, WI. Christopher has been in the financial services industry for over 23 years. Christopher has passed the Series 63, 66, 7, and SIE exams. Christopher also holds registrations in Minnesota and Wisconsin. Christopher provides services including consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Green Bay, WI
32 Years Experience
1 Disclosures
ADVISOR BIO
Christopher John Marrs is a financial advisor at KCD Financial, Inc. based in Green Bay, WI. Christopher has been working in the industry since 1992 and holds a Series 6, Series 22TO, and Series 63 license. Christopher has experience working with individual investors and provides financial planning and portfolio management services.
SPECIALIZATIONS
Madison, WI
9 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Spaith is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since 2016 and has experience in helping clients with a wide range of financial needs, including retirement planning, investment management, and insurance. Christopher has held previous roles with EMPOWER FINANCIAL SERVICES, INC., MFD DISTRIBUTOR, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and FIDELITY BROKERAGE SERVICES LLC. Christopher is registered to provide investment advice in Wisconsin.
SPECIALIZATIONS
Madison, WI
0 Disclosures
ADVISOR BIO
Christopher Henderson is a financial advisor with Global Retirement Partners LLC. Christopher is based in Madison, WI, and has over 20 years of experience in the financial services industry. Christopher is a Registered Representative (Series 7) and holds the Series 24, Series 63 and Series 65 licenses. Christopher has been a financial advisor at Global Retirement Partners LLC since 2017. Previously, Christopher was a financial advisor at Three Lakes Securities, LLC, Coordinated Capital Securities, Inc. and Walnut Street Securities, Inc.. Christopher’s main areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS