Chris Morin
Chris Morin is a registered investment advisor at Osaic Institutions, INC., based in Coeur d Alene, ID, with 18 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
1327 W Appleway Ave, Coeur d Alene, ID, 83814
Get directionsHistory
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
Chris works as an advisor for Idaho Central Wealth Management/PFG Advisors LLC and Idaho Central Credit Union, dedicating nearly full-time hours to each. He also sells fixed life insurance products through Pacific Southwest Financial/Capitas Financial, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Pfg Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations5 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.