Christopher HaarstickCRD Number: 5323481
Current Firm: Wealth Enhancement Advisory Services, LLC
Christopher Haarstick (CRD# 5323481) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 7 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Wealth Enhancement Brokerage Services||Plymouth, MN||May 2016 - Current||< 1|
|Wealth Enhancement Advisory Services||Plymouth, MN||Apr 2016 - Current||< 1|
|Wealth Enhancement Group||Plymouth, MN||Mar 2016 - Current||< 1|
|Lpl Financial LLC||Plymouth, MN||Mar 2016 - Current||< 1|
|True North Advisors, LLC||Dallas, TX||Apr 2007 - Dec 2015||8|
|Unemployed||Columbia Heights, MN||Dec 2006 - Apr 2007||< 1|
|Geraty Investments||Eden Prairie, MN||Feb 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management3,825MILLIONS
Total Number of Accounts24,591ACCOUNTS
Average Account Value$155,561
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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