Christian Grundel
Christian Grundel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in North Attleboro, MA, with 17 years of industry experience. Christian 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
Firm Size
IM Fee
Assets Under Management
Location
16 Mason Ave Ste 3, North Attleboro, MA, 02760
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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
Christian is involved in several outside business activities, including financial services through Chartered Course Financial and Arrow Wealth Management LLC, writing/producing role-playing game material, serving as a board member for West Warwick Public Library, and selling fixed insurance products. Selling insurance takes a few hours per week of Christian's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations8 states
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