Clayton Christman (CRD# 7749366) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has 1 year of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 6463221
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Swansea, IL | Oct 2023 - Current | < 1 |
Pruco Securities LLC | Swansea, IL | Apr 2023 - Current | 1 |
Butler University | Indianapolis, IN | Aug 2019 - May 2023 | 3 |
Invst | Indianapolis, IN | Feb 2023 - Apr 2023 | < 1 |
Financial Plans & Strategies, Inc. | Indianapolis, IN | Aug 2022 - Dec 2022 | < 1 |
Renu Management | Carmel, IN | Jan 2022 - Jul 2022 | < 1 |
Manpowergroup | Indianapolis, IN | May 2021 - Aug 2021 | < 1 |
Master Spas | Fort Wayne, IN | May 2020 - Aug 2020 | < 1 |
Master Spas | Fort Wayne, IN | Jun 2019 - Aug 2019 | < 1 |
Unemployed | Fort Wayne, IN | May 2013 - Jun 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- IN
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- 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
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