Christopher
Karrick

Osaic Institutions, Inc

CRD#7132342
Investment Advisor
in Springfield, IL

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About this Advisor

Christopher Karrick is a financial advisor based in Springfield, Illinois, working with Osaic Institutions, Inc. Christopher has previously held positions at Pnc Bank, State Farm, Us Bank, and Inb. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Christopher is part of Osaic Institutions, Inc, which operates out of Springfield, Illinois. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

322 E. Capitol Ave
Springfield, IL 62701

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

IL Average: $5,297,377,271
Total Number of Employees

722

IL Average: 35
Total Number of Accounts

8,478

IL Average: 690
Average Account Size

$427,771

IL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Karrick Work History

2019 - Present (5 years)

Inb

2016 - 2019 (3 years)

Us Bank

2015 - 2016 (1 year)

Pnc Bank

2014 - 2014 (< 1 year)

State Farm

2011 - 2014 (3 years)

Pnc Bank

Disclosures

Please visit the SEC profile of Christopher Karrick 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 Institutions, Inc

Amy Grieves
Chapel Hill, NC
Bret Kinzler
Fargo, ND
Henry Nunez
Scarsdale, NY
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
John Chipelo
Meriden, CT
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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