Christoph
Meixelsperger

Fidelity Personal And Workplace Advisors

CRD#6893524
Investment Advisor
in Middleton, WI

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About this Advisor

Christoph Meixelsperger is a financial advisor operating in Middleton, Wisconsin with 2 years of relevant experience. Meixelsperger is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Meixelsperger has held roles at Td Ameritrade, Chad Burtch State Farm, Northwestern Mutual, University Of Iowa, Herbly Inc, K1Speed, Grayslake North High School, Abbott Laboratories and Fidelity Investments. Meixelsperger has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Wisconsin. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It controls $653 billion in assets under management across its 1,712,247 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8235 Greenway Blvd
Middleton, WI 53562-3581

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

WI Average: $16,012,751,954
Total Number of Employees

13,507

WI Average: 118
Total Number of Accounts

1,712,247

WI Average: 4,567
Average Account Size

$381,106

WI Average: $3,506,186

Investment Advisory Services

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

Christoph Meixelsperger Work History

Christoph has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Td Ameritrade

2019 - 2020 (1 year)

Td Ameritrade

2019 - 2019 (< 1 year)

Chad Burtch State Farm

2018 - 2018 (< 1 year)

Northwestern Mutual

2017 - 2018 (1 year)

University Of Iowa

2017 - 2017 (< 1 year)

Herbly Inc

2016 - 2017 (1 year)

University Of Iowa

2016 - 2016 (< 1 year)

K1Speed

2015 - 2016 (1 year)

University Of Iowa

2013 - 2015 (2 years)

Grayslake North High School

2013 - 2013 (< 1 year)

Abbott Laboratories

2011 - 2013 (2 years)

Grayslake North High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christoph Meixelsperger 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 Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Scott Ratajczak
Wyncote, PA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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