Chris Engel, financial advisor Dublin OH

Chris Engel

CRD Number: 4447527
Current Firm: Meeder Advisory Services, Inc.

Chris Engel (CRD# 4447527) is an Investment Advisor Representative working at Meeder Advisory Services, Inc. in Dublin, OH and has over 13 years of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Dublin OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Dublin OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Drew Lehman, financial advisor Dublin OH
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Company Name Location Dates Years
Meeder Investment Management, Inc. Dublin, OH Apr 2019 - Current 4
Advisors Capital Management, LLC Ridgewood, NJ Aug 2017 - Apr 2019 1
Quasar Distributors, LLC Milwaukee, WI Dec 2015 - Aug 2017 1
Horizon Investments LLC Charlotte, NC Jul 2009 - Aug 2017 8
Northern Lights Distributors, LLC Omaha, NE Jun 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2010
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Chris J. Engel
Phone Number: 800-325-3539
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,151
    MILLIONS
  • Total Number of Accounts
    3,777
    ACCOUNTS
  • Average Account Value
    $304,723
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, 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

Ready to hire a financial advisor? Get competitive proposals from Chris Engel and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.