Christopher Ohlert
Christopher Ohlert is a registered investment advisor at Cetera Investment Advisers LLC, based in Shelby Township, MI, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
48377 Van Dyke Ave, Shelby Township, MI, 48317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher sells life insurance, annuities, and long-term care as an insurance agent, dedicating minimal time to this activity. He also owns United Planning Group, UPG Financial, and Cohlert LLC, all financial services businesses, and spends nearly full-time hours on these ventures.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations18 states
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