Christian Williams (CRD# 5521174) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Mar 2023 - Current | 1 |
Heritage Wealth Management | Sandy, UT | Nov 2020 - Current | 3 |
Foundations Investment Advisors, LLC | Sandy, UT | Jan 2022 - Mar 2023 | 1 |
Brookstone Capital Management | Wheaton, IL | Dec 2020 - Dec 2021 | 1 |
Morgan Stanley | South Jordan, UT | Apr 2020 - Nov 2020 | < 1 |
Unemployed | South Jordan, UT | Mar 2020 - Apr 2020 | < 1 |
Gohealth | Lindon, UT | Feb 2019 - Mar 2020 | 1 |
Central Servicing | Salt Lake City, UT | Nov 2018 - Feb 2019 | < 1 |
Fidelity Brokerage Services, LLC | Salt Lake City, UT | Aug 2015 - Nov 2018 | 3 |
Wells Fargo Advisors LLC | Salt Lake City, UT | Apr 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- UT
-
Total Assets Under Management21,801MILLIONS
-
Total Number of Accounts177,044ACCOUNTS
-
Average Account Value$123,137
- 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)
- Publication of periodicals or newsletters
- 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, VI, 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.