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CA
CFA
CA
CFA

Christie Atwell

Benefit & Investment Consulting, LLC
12 Years of Experience
Rochester, MN
View SEC Summary
View SEC Summary

Christie Atwell is a CFA-designated registered investment advisor at Benefit & Investment Consulting, LLC, based in Rochester, MN, with 12 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Benefit & Investment Consulting, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$57.0M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$200/hr
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Location

Rochester, MN

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Benefit & Investment Consulting, LLC
February 2014 - Present · 12 yrs 8 mos
State Registrations1 state
MN
Advisor

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Exams
No exam information available for this advisor.
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