WC
ChFC
WC
ChFC

Wayne Christ

44 Years of Experience
Ankeny, IA
BrokerSells Insurance

Wayne Christ is a ChFC-designated registered investment advisor, based in Ankeny, IA, with 44 years of industry experience.

Location

702 SW 4th Street, #108, Ankeny, IA, 50023

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Wayne owns Excellence Achieved, LLC, providing financial advice, planning, insurance and investment products, dedicating full-time hours to it. He also works as a self-employed owner in insurance and advises the Iowa State University Delta Chi Alumni Board of Trustees.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
March 2020 - February 2025 · 4 yrs 11 mos
Honkamp Krueger Financial Services INC
January 2015 - April 2020 · 5 yrs 3 mos
Investment Advisors
November 2014 - January 2017 · 2 yrs 2 mos
Concourse Financial Group Securities, INC.Broker
February 2002 - February 2025 · 23 yrs
MML Investors Services, INC.Broker
March 1996 - December 2001 · 5 yrs 9 mos
G. R. Phelps & CO., INC.Broker
February 1982 - March 1996 · 14 yrs 1 mo
State Registrations15 states
ARAZCACOFLIAILINMNMONETXVTWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.