Christopher Lewein, financial advisor Milwaukee WI

Christopher Lewein

CRD Number: 4886725
Current Firm: U.s. Bancorp Investments, Inc.

Christopher Lewein (CRD# 4886725) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. New Berlin, WI May 2017 - Current 6
Bmo Harris Financial Advisors, Inc. Muskego, WI Aug 2012 - May 2017 4
Bmo Haris Bank Na Milwaukee, WI Jul 2011 - May 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher J. Lewein
Phone Number: 800-888-4700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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

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