Christopher Clinton, financial advisor Menomonee Falls WI
93 score

Christopher Clinton

CRD Number: 3170108
Current Firm: Transamerica Retirement Advisors, LLC

Christopher Clinton (CRD# 3170108) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry.

Similar Advisors
Scott Wellens, financial advisor Menomonee Falls WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Menomonee Falls WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Score
101
Similar Advisors
Michael Archimede, financial advisor Menomonee Falls WI
Michael Archimede
CRD# 5701306
Primerica Advisors
Score
100
Company Name Location Dates Years
Diversified Menomonee Falls, WI May 2011 - Current 5
Diversified Investors Securities Corp. Menomonee Falls, WI May 2011 - Current 5
Pnc Bank Milwaukee, WI Jan 2010 - May 2011 1
Metlife Securities, Inc. Milwaukee, WI Dec 2008 - Dec 2009 1
Unemployed Menomonee Falls, WI Oct 2008 - Dec 2008 < 1
Us Bank Menomonee Falls, WI May 2006 - Oct 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Apr 2009
Contact Info for Christopher P. Clinton
Phone Number: 866-368-0566
Registered State(s):
  • AK
  • WI
  • AZ
  • CA
  • IL
  • IN
  • NC
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Christopher Clinton and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.