Christopher Clauson (CRD# 5433197) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 16 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nations Financial Group, Inc. | Chippewa Falls, WI | Jan 2024 - Current | < 1 |
| U.s. Bancorp Investments, Inc. | Eau Claire, WI | Nov 2019 - Jan 2024 | 4 |
| Jpmorgan Chase Bank, N.a. | Chandler, AZ | Jan 2018 - Nov 2019 | 1 |
| J.p. Morgan Securities LLC | Gilbert, AZ | Oct 2012 - Nov 2019 | 7 |
| Jpmorgan Chase Bank Na | Queen Creek, AZ | May 2009 - Nov 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- WI
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Total Assets Under Management3,399MILLIONS
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Total Number of Accounts9,857ACCOUNTS
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Average Account Value$344,798
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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