Christopher
Fleurat
Osaic Wealth, Inc
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About this Advisor
Christopher Fleurat is a financial advisor based in Golden, Colorado, working with Osaic Wealth, Inc. Christopher has previously held positions at Great American Insurance Group, Great American Advisors, Inc, Trustpilot, Liberty Mutual, Cetera Investment Services LLC, Investacorp, Highland Capital, Investacorp Advisory Services, Securities America, Inc, Securities America Advisors, Inc, Osaic Wealth, Inc, and Gwfs Equities, Inc. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Colorado, and Texas. Currently, Christopher is part of Osaic Wealth, Inc, which operates out of Golden, Colorado. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Fleurat Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America, Inc
Securities America Advisors, Inc
Highland Capital
Investacorp
Investacorp Advisory Services
Cetera Investment Servces LLC
Great American Insurance Group
Great American Advisors, Inc
Trustpilot
Liberty Mututal
Gwfs Equities, Inc
Disclosures
Please visit the SEC profile of Christopher Fleurat to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Wealth, Inc
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