Christopher Moen

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 07/2015 → Present
  Alerus Financial
  Grand Forks, ND
• 09/2021 → Present
  Infinex Investments, Inc
  Meriden, CT

Other Businesses

1.) Alerus. Banking. Yes, investment related. Northern Valley Lead financial Guide. Started in July 2015. approx 05 hours per moth. Approx 90 hours during trading hours. Lead team of financial guides and work with clients directly under trust powers.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31

Other Names

• Chris Moen