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Christopher Wiegand

Advisor at Raymond James & Associates

Updated today

Location

Highland, IL

Credentials

Series 66

Industry experience

17 years

About

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James Financial Services, Inc. and Raymond James & Associates since 2018, and previously spent 11 years at Stifel Nicolaus followed by one year at Stifel Financial Corp. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Wealth management

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.

Commissions

Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.

Location

Highland, IL

Most active in

Illinois

Work history

Raymond James Financial Services, INC

2018 - Present (8 years)

Raymond James & Associates, INC

2018 - Present (8 years)

Stifel Financial Corp

2018 - 2018 (1 year)

Stifel Nicolaus

2007 - 2018 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Passive / index investing Wealth management
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Options & derivatives strategies Annuities
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General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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O'fallon, IL

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Series 65

Highland, IL

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Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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