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Featured Business Financial Advisor in Puyallup, WA
Puyallup Financial Advisors
Modern Woodmen of America
12303 Meridian E, Suite 103
Puyallup, WA 98373
Advisor Profile
Chris Wolpert
Name:  Chris Wolpert
Disclaimer
Securities offered through MWA Financial Services, Inc, a wholly owned subsidiary of Modern Woodmen of America

About Modern Woodmen of America

We have a reputation of being friendly, honest, and focused. A.M. Best rates Modern Woodmen?s financial stability, security and management performance as A+ (Superior), the second highest of 15 ratings. Since 1883, Modern Woodmen of America has touched lives and secured futures. A fraternal benefit society based in Rock Island, Ill., Modern Woodmen serves more than 750,000 members nationwide. The fraternal financial services organization offers life insurance, annuity, investment* and banking products, along with fraternal member benefits for families and their communities.

*Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member FINRA, SIPC
 

General Information

I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    2
States Licensed in:    WA
CRD#:    743128
Gender:    Male
Years of Experience in Financial Services:    2
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Annuities, Insurance
 

Qualifications & Memberships

Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Life, Annuity
Securities Licenses:    Series 6, Series 63
Certifications, Accreditations & Designations:    FIC
 

Compliance

Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Commissions Only
Minimum Portfolio Size for New Managed Accounts:    $20,000
Compensation Methods:    Commissions
 
 
 

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