CO
CO

Christina Ochanpaugh

19 Years of Experience
West Des Moines, IA
Sells Insurance

Christina Ochanpaugh is a registered investment advisor at Kingdom Wealth Development, LLC, based in West Des Moines, IA, with 19 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 150 clients with $9.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
150 clients
Average Client Portfolio
$61K average
Assets Under Management
$9.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1603 22nd Street, Suite 100, West Des Moines, IA, 50266

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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 ActivitiesSells Insurance

Christina is an independent insurance agent with Trinity Financial Group, selling insurance for various companies, dedicating approximately 60 hours per month. She also volunteers at the Iowa Homeless Youth Center for a few hours per week.

Employment History
Current Registrations
Kingdom Wealth Development, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2013 - December 2017 · 4 yrs 9 mos
Cambridge Investment Research, INC.Broker
October 2012 - December 2017 · 5 yrs 2 mos
Transamerica Financial Advisors, INCBroker
September 2010 - October 2012 · 2 yrs 1 mo
Ameritas Investment CORP.Broker
February 2009 - August 2010 · 1 yr 6 mos
Intersecurities, INC.Broker
February 2006 - February 2009 · 3 yrs
State Registrations2 states
IALA
Advisor

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.