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.
The hustle and bustle of daily life often leaves little time to plan too far into the future. When you partner with us, we'll create a plan to help work towards your financial hopes, goals and dreams - from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we'll help build your future.
Chris Birmingham
Wealth Manager
After graduating with a Finance degree from Moorhead State University in 1987, I began my career in Wealth Management with Piper Jaffrey. I have over 30 years of experience and still enjoy helping clients to make sound financial decisions. I hold my Series 7, 63, and 65 registrations with LPL Financial, as well as my Life and Health Insurance licenses. My wife Linda and I have been married since 1987. We have 2 grown children, Paige (1991) and Grant (1993) and 1 grandson Rohan (2018). When we are not working or spending time with family, you can find us at the lake (Big Cormorant) enjoying both the winter and summer.
Breanna Nehl
Associate Wealth Manager
I started my financial career with Choice Financial in September of 2018. After obtaining my Master's degree in Family Financial Planning in 2020, I began my career in Wealth Management. Soon after I obtained my Series 7 and 66 registrations with LPL Financial and I plan to work towards obtaining my Life and Health Insurance licenses as well in the near future. This career allows me to help people achieve their financial goals, which is so rewarding. My fiance, Alex, and I currently have a fur family of four, consisting of three dogs (Pomeranian, Great Pyrenees, and a Dalmatian) and lastly our snowshoe Siamese cat. When we're not busy with work or pets, we enjoy spending time with family and friends.
General Information |
| No.of Employees: | 2-4 | |
| Insurance License#: | 8768730 |
| States Licensed in: | AZ, CA, CO, CT, FL, IA, MI, MN, MT, NE, NJ, NC, ND, OH, OR, SD, WA, WY |
| Number of Years with Current Firm: | 5 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Retirement Planning |
Services |
| Investment Types: | Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Your Home, Our Office, Via Phone, Your Office, Via Email, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Variable Annuity, Variable Life |
Firm Information |
| Advisor's Number of Clients: | 1242 |
| Advisor's Number of Managed Clients: | 673 |
| Advisor's Number of Planning Clients: | 200 |
| Assets Managed 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: | 1 |
Education |
| Bachelors - Business |
Concordia College - Moorhead, MN
09/01/1998-05/01/2002 |
| Masters - Master of Business Administration |
University of Mary - Fargo, ND
01/01/2004-05/01/2006 |
Financial Services |
Financial Planning for IndividualsHow will you put the kids through college? Whats your vision for retirement? Any major purchases planned? Ill listen to your needs and establish a plan that is right for you. |
Portfolio ManagementAs markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you. |
Retirement PlanningMany retirees are understandably concerned about their income. Together, well develop a plan thats sustainable and personalized for your specific needs. |
Insurance PlanningSave, invest, and pass on wealth to the next generation. I will help you write a life insurance contract focused on your financial legacy goals. |
Estate Planning & TrustsThoughtful and intentional estate planning brings comfort to you and your loved ones. I approach the process with knowledge, sensitivity, and care. |
Risk ManagementFeel confident in your strategy and receive insight into alternative approaches of which you may not otherwise have been aware. |
Disclosures |
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LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf LPL WiserAdvisor Cash Solicitor Disclosure |
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 |
Registered Representative:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 8:30 AM - 5:00 PM |
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Tue. | 8:30 AM - 5:00 PM |
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Wed. | 8:30 AM - 5:00 PM |
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Thu. | 8:30 AM - 5:00 PM |
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Fri. | 8:30 AM - 3:00 PM |
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