CE
CE

Chris Alan Eldred

33 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

1000 Shelard Parkway, Suite 300, Minneapolis, MN, 55426

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History

Regulatory History (1)
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Customer Dispute
August 2004
Denied
Other Business ActivitiesSells Insurance

Chris is a statutory agent for Focus Financial Network Inc. and an investment advisor representative for Focus Financial Network, Inc. He dedicates minimal time to his role as statutory agent and about 10-20% of his time to his role as an investment advisor representative, working with individuals on their long-term investment needs and selling fixed insurance products.

Employment History
Current Registrations
Focus Financial
January 2014 - Present · 12 yrs 1 mo
Osaic Wealth, INC.Broker
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
U.S. Bancorp Piper Jaffray INC.Broker
February 2000 - September 2001 · 1 yr 7 mos
U.S. Bancorp Investments, INC.Broker
January 1995 - November 2009 · 14 yrs 10 mos
Ids Life Insurance CompanyBroker
June 1992 - January 1995 · 2 yrs 7 mos
American Express Financial Advisors INC.Broker
June 1992 - January 1995 · 2 yrs 7 mos
State Registrations9 states
ALCAFLMNNCNDOHWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.