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 based in Middleton, Wisconsin, working with Fidelity Personal And Workplace Advisors. Christoph has previously held positions at Td Ameritrade, Chad Burtch State Farm, Northwestern Mutual, University Of Iowa, Herbly Inc, K1Speed, Grayslake North High School, and Fidelity Investments. Christoph has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Christoph is part of Fidelity Personal And Workplace Advisors, which operates out of Middleton, Wisconsin. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 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, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

$818,776,100,963

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

15,424

WI Average: 118
Total Number of Accounts

1,991,043

WI Average: 4,567
Average Account Size

$411,230

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

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

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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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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