Christian Gaffy, financial advisor Forest Lake MN

Christian Gaffy

CRD Number: 6465725
Current Firm: Avantax Advisory Services

Christian Gaffy (CRD# 6465725) is an Investment Advisor Representative working at Avantax Advisory Services in Forest Lake, MN and has over 8 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Forest Lake MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Chad Aaberg, financial advisor Forest Lake MN
Chad D. Aaberg
CRD# 4618120
Thrivent Advisor Network, LLC
Similar Advisors
Eric Aanes, financial advisor Forest Lake MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Minnesota Whitecaps/ Nwhl Brooklyn, NY Oct 2019 - Current 4
Chisago Lakes Hockey Association Lindstrom, MN Oct 2019 - Current 4
Ranger Goaltending Academy LLC Lindstrom, MN Sep 2019 - Current 4
Avantax Insurance Agency, LLC Forest Lake, MN Aug 2015 - Current 8
Forest Lake High School Forest Lake, MN Jul 2015 - Current 8
Avantax Advisory Services Forest Lake, MN Jul 2015 - Current 8
Avantax Investment Services, Inc. Forest Lake, MN Mar 2015 - Current 9
Rychley Financial Services Forest Lake, MN Mar 2015 - Current 9
Rychley Tax & Financial Forest Lake, MN Mar 2015 - Current 9
Saint Mary's University Winona, MN Aug 2012 - Current 11
Premier Goalie Development Shoreview, MN Jul 2015 - Aug 2019 4
Worldventures Plano, TX Jul 2015 - Aug 2015 < 1
Wells Fargo Winona, MN Sep 2014 - Mar 2015 < 1
Saint Mary's University Winona, MN Apr 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Christian Gaffy
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.