wiseradvisor


Chris Siverson, MBA
LPL Financial

Tel: 701-282-3100
3050 Sienna Drive South Suite 100
Fargo, ND 58104
LPL Financial | Financial Advisor in Fargo ,ND

People First


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.


About LPL Financial

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.

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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

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Financial Services

Financial Planning for Individuals

How 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 Management

As 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 Planning

Many retirees are understandably concerned about their income. Together, well develop a plan thats sustainable and personalized for your specific needs.

Insurance Planning

Save, 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 & Trusts

Thoughtful and intentional estate planning brings comfort to you and your loved ones. I approach the process with knowledge, sensitivity, and care.

Risk Management

Feel confident in your strategy and receive insight into alternative approaches of which you may not otherwise have been aware.



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

Compliance

Registered Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 3:00 PM

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