Christine MorgenthalerCRD Number: 5444871
Current Firm: Securian Financial Services, Inc.
Christine Morgenthaler (CRD# 5444871) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Securian Financial Services, Inc.||St. Paul, MN||Jan 2008 - Current||9|
|Renaissance Financial||St. Louis, MO||Oct 2007 - Current||9|
|The Lodge Des Peres||Des Peres, MO||Oct 2007 - Feb 2008||< 1|
|Securian Financial Services, Inc.||St. Paul, MN||Oct 2007 - Jan 2008||< 1|
|Walther Glenn Law Firm||St. Louis, MO||May 2007 - Aug 2007||< 1|
|Morgenthaler's Drapery||St. Louis, MO||Jan 2001 - Jul 2007||6|
|University Of Dayton||Dayton, OH||Aug 2003 - May 2007||3|
|University Of Dayton||Dayton, OH||Aug 2006 - Dec 2006||< 1|
|Milliman Inc.||St. Louis, MO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV