SC
SC

Samuel S Christie

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
512 clients
Average Client Portfolio
$818K average
Assets Under Management
$419.0M

Fee Structure

Minimum Investment:None
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Location

530 N Koeller St, Oshkosh, WI, 54902

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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

Samuel is a licensed insurance agent with Bowman Insurance Services. He also works part-time as a picker at Valley Bakers Cooperative Association, spending about 20% of his time there.

Employment History
Current Registrations
Aegis Financial
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Samuel S Christie - Financial Advisor | TrueAdvisor