Christy Engemann (CRD# 5588023) is an Investment Advisor Representative working at Wells Fargo Advisors in Washington, MO and has over 15 years of experience in the finance industry.
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2770239
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Washington, MO | Sep 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Washington, MO | Nov 2016 - Sep 2022 | 5 |
| Wells Fargo Advisors LLC | Washington, MO | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- MO
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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