Christopher Frain, financial advisor Chesterton IN
90 score

Christopher Frain

CRD Number: 6069459
Current Firm: Lakeside Wealth Management Group, LLC

Christopher Frain (CRD# 6069459) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securities, Inc. San Diego, CA Aug 2013 - Current 3
Ameriprise Financial Services,inc Minneapolis, MN May 2012 - Aug 2013 1
University Of Iowa Central Mail Iowa City, IA Jan 2011 - May 2012 1
Unemployed Minneapolis, MN Jul 2010 - Jan 2011 < 1
Morris Park Country Club Mishawaka, IN Jun 2007 - Jul 2010 3
Full-time Education Mishawaka, IN Mar 2001 - Jun 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Christopher J. Frain
Phone Number: 219-926-1182
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $382,206
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
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IL, IN, MI, NE, NV, NY, OH, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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