Christopher David Forcier

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 06/2014 → 06/2019
  Royal Credit Union
  Chippewa Falls, WI
• 02/2018 → 06/2019
  Lpl Financial Llc
  Chippewa Falls, WI
• 08/2019 → Present
  Wnb Financial
  Eau Claire, WI
• 08/2019 → Present
  Cetera Investment Advisers Llc
  Eau Claire, WI
• 08/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2018-02-14 → 2019-07-01
  Lpl Financial Llc
  Chippewa Falls, WI
  Eau Claire, WI
  River Falls, WI
  Hudson, WI
  Chippewa, WI
  Hudson, WI
  River Falls, WI
  Eau Claire, WI
• 2014-07-15 → 2018-02-16
  Invest Financial Corporation
  Chippewa Falls, WI
  Chippewa Falls, WI
  Appleton, WI
  River Falls, WI
  Hudson, WI
• 2005-12-16 → 2014-06-27
  Associated Investment Services, Inc.
  Eau Claire, WI
  Durand, WI
  Baldwin, WI
  Hammond, WI
  Ellsworth, WI
  Eau Claire, WI
• 2004-01-30 → 2005-12-14
  Midwest Professional Planners, Ltd.
  Eau Claire, WI

Other Businesses

1. WNB FINANCIAL, BANK REFERRAL PROGRAM

Exams

• S66 Uniform Combined State Law Examination
  2000-10-26
• S63 Uniform Securities Agent State Law Examination
  2000-09-29

Other Names

• Chris Forcier
• Christopher David Forcier