Chris Siverson

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About Chris Siverson

After graduating with a Business degree from Concordia College in 2003 and then receiving a Master of Business Administration in 2006, I began a career in Wealth Management. I could not have asked for a more rewarding career. Each day, I have the opportunity to help people make sound financial decisions. I hold my Series 7 and 66 registrations with LPL Financial, as well as my Life Insurance license. I have a wonderful wife, Heather, who I have been married to since 2012. We were blessed with our son Grayson, who was born in 2016. Our 2 dogs Lexi and Lena round out the family and help keep things exciting. As a family, we love to travel and spend time with loved ones.

See Disclosures

General Information

No. of Employees

CRD#

4996577

Firm CRD#

6413

Insurance License#

8768730

States Licensed in

AZ, CA, CO, CT, FL, IA, MI, MN, MT, NE, NJ, NC, ND, OH, OR, SD, WA, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Estate Planning & Trusts, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Representative

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Annuity, Variable Life, Annuity, Life

Firm Information

Advisor's Number of Clients

1242

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$1,421,770

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50000

Compensation Methods

Based on Assets

Fee % Based on Assets

Education

Bachelors - Business

Concordia College
09/01/1998 -05/01/2002

Masters - Master of Business Administration

University of Mary
01/01/2004 -05/01/2006

Disclosures

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL PaladinRegistry.com Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Choice Financial Group and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Financial Group or Choice Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency |Not Bank Guaranteed |Not Bank Deposits or Obligations |May Lose Value

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

LPL Financial