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Christen Countryman

22 Years of Experience
Moville, IA
BrokerSells Insurance

Christen Countryman is a registered investment advisor at Cetera Investment Advisers LLC, based in Moville, IA, with 22 years of industry experience. Christen 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

325 Frontage Road, Moville, IA, 51039

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Christen owns Countryman Financial Group LLC, offering securities and investment products, and is involved with the Moville Community Development Association and Woodbury County Rural Electric Cooperative. Christen is also an independent insurance agent selling fixed insurance products full-time, a notary public, owns Countryman Financial Real Estate, and farms and sells alfalfa.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2010 - June 2021 · 11 yrs 3 mos
Voya Financial Advisors, INC.Broker
September 2005 - June 2021 · 15 yrs 9 mos
Equitrust Marketing Services, LLCBroker
August 2003 - September 2005 · 2 yrs 1 mo
State Registrations11 states
CACOIAIDKSMNMONDNENVSD
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.