Christa Whitman

Current Employers

Employment History

• 12/2017 → 12/2022
  Ameriprise Financial Services, Llc
  Lake Oswego, OR
• 08/2016 → 12/2017
  Hiline Homes
  Salem, OR
• 01/2023 → 11/2023
  Guardian Life Insurance Company
  Portland, OR
• 03/2023 → 11/2023
  Park Avenue Securities
  Portland, OR
• 11/2023 → 07/2024
  First Tech Federal Credit Union
  Beaverton, OR
• 11/2023 → 07/2024
  Addison Avenue Investment Services
  Beaverton, OR
• 11/2023 → 07/2024
  Raymond James Financial Services, Inc.
  Beaverton, OR
• 08/2024 → Present
  Lpl Financial
  Portland, OR

Other Businesses

1- 08/2024 - Preisz Financial / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 07/25/2024 2- 04/14/2026 - Preisz Financial - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 170 hours per month/ 108 hours during trading - I provide investment advisory services through Preisz Financial, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 04/22/2026 - Crump - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/22/2025 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-10-11

Other Names

• Christa Kay Whitman