Christoph Meixelsperger (CRD# 6893524) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has over 4 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Middleton, WI | Feb 2021 - Current | 3 |
| Td Ameritrade | Madison, WI | Jan 2020 - Jan 2021 | 1 |
| Td Ameritrade | Chicago, IL | Jul 2019 - Jan 2020 | < 1 |
| Unemployed | Gurnee, IL | May 2019 - Jul 2019 | < 1 |
| Chad Burtch State Farm | Iowa City, IA | Jan 2019 - Apr 2019 | < 1 |
| Northwestern Mutual | Vernon Hills, IL | May 2018 - Dec 2018 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2017 - May 2018 | < 1 |
| Herbly Inc. | Charlotte, NC | May 2017 - Aug 2017 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2016 - May 2017 | < 1 |
| K1speed | Buffalo Grove, IL | May 2016 - Aug 2016 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2015 - May 2016 | < 1 |
| Grayslake North High School | Grayslake, IL | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- TX
- WI
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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.