Christie Atwell, financial advisor Rochester MN

Christie Atwell

CRD Number: 2621948
Current Firm: Benefit & Investment Consulting, LLC

Christie Atwell (CRD# 2621948) is an Investment Advisor Representative working at Benefit & Investment Consulting, LLC in Rochester, MN and has over 28 years of experience in the finance industry.

Similar Advisors
Colin Aldis, financial advisor Rochester MN
Colin G. Aldis
CRD# 2640465
Thrivent Investment Management Inc.
Similar Advisors
Eric Alleckson, financial advisor Rochester MN
Eric N. Alleckson
CRD# 4106244
Choreo, LLC
Similar Advisors
Mitchell Allen, financial advisor Rochester MN
Mitchell D. Allen
CRD# 5393748
Osaic Wealth, Inc.
Professional Designations
Company Name Location Dates Years
Benefit & Investment Consulting, LLC Rochester, MN Jul 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
Contact Info for Christie A. Atwell
Phone Number: 507-288-5506
Registered State(s):
  • MN
Current Firm Details
Benefit & Investment Consulting, LLC
Firm's CRD Number: 136428
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $68,200,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

MN

Ready to hire a financial advisor? Get competitive proposals from Christie Atwell and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.