Christopher Koppelman is a CFA-designated registered investment advisor, based in Arden Hills, MN, with 26 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1485 Dawn Circle, Arden Hills, MN, 55112
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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 is a fixed insurance agent with North Star Resource Group since 2018, spending a few hours per week. He also operates under the DBA Twin Oak Advisors, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Cri Securities, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Edward JonesBroker
State Registrations30 states
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
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