CF
CF

Christopher Forcier

25 Years of Experience
Altoona, WI
Broker

Christopher Forcier is a registered investment advisor at Cetera Investment Advisers LLC, based in Altoona, WI, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1160 Blazing Start Blvd, Altoona, WI, 54720

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher participates in WNB Financial's bank referral program. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2019 - Present · 6 yrs 9 mos
Cetera Investment Advisers LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
LPL Financial LLC
February 2018 - July 2019 · 1 yr 5 mos
Invest Financial Corporation
July 2014 - February 2018 · 3 yrs 7 mos
Invest Financial CorporationBroker
July 2014 - February 2018 · 3 yrs 7 mos
Associated Investment Services, INC.
December 2005 - June 2014 · 8 yrs 6 mos
Associated Investment Services, INC.Broker
December 2005 - June 2014 · 8 yrs 6 mos
Midwest Professional Planners, LTD.
January 2004 - December 2005 · 1 yr 11 mos
AXA Advisors, LLCBroker
September 2000 - December 2005 · 5 yrs 3 mos
AXA Advisors, LLCBroker
August 2000 - September 2000 · 1 mo
State Registrations5 states
ALFLGAMNWI
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.