Christopher Moen, financial advisor Grand Forks ND

Christopher Moen

CRD Number: 7428956
Current Firm: Osaic Institutions, Inc.

Christopher Moen (CRD# 7428956) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Grand Forks, ND and has over 2 years of experience in the finance industry.

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Osaic Institutions, Inc.
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Sep 2021 - Current 2
Alerus Financial Grand Forks, ND Jul 2015 - Current 8
Citifinancial Grand Forks, ND Jul 2006 - Jul 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Christopher Moen
Phone Number: 203-599-6000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, VI, VT, WA, WI, WV, WY

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