Christopher Fetzer
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Institutions, Inc.Jul 2025 to now
- Ameriprise Financial Services, LLCOct 2024 to Jul 2025
- Farmers & Merchants BankAug 2023 to Oct 2024
- LPL FinancialAug 2023 to Oct 2024
- Wells Fargo Clearing Services, LLCJul 2021 to Aug 2023
- U.S. Bancorp Investments, Inc.May 2019 to Jul 2021
- BMO Harris Financial AdvisorsFeb 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5765592
- Firm CRD
- 35371