Christopher Pankratz, CFP, financial advisor Arden Hills MN

Christopher Pankratz, CFP

Financial Dimensions Group, Inc

CRD Number: 1784130
Current Firm: Osaic Wealth, Inc.
Compensation Model: Both
Christopher Pankratz (CRD# 1784130) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Arden Hills, MN and has over 29 years of experience in the finance industry. Christopher Pankratz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Financial Dimensions Group, Inc. Arden Hills, MN Sep 2001 - Current 22
Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. Arden Hills, MN Apr 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
Contact Info for Christopher L. Pankratz, CFP
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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