Dustin Christopherson, CFP®
Financial Advisor
612.253.6620 | dchristopherson@eidebailly.com
Knowledge and Experience
- More than 16 years experience working with clients in the areas of financial, estate and retirement planning.
- Provides financial planning, covering cash flow analysis, education planning, insurance and risk analysis, retirement planning and asset allocation.
- Offers investment portfolio management and asset allocation services, including stocks, bonds, mutual funds, annuities, cash management, advisory accounts and brokerage accounts.
- Provides analysis of personal and business insurance risks and offers insurance products such as life, disability and long-term care.
- Provides both accumulation and distribution planning services.
- Works in estate planning and wealth transfer in conjunction with other professionals, including CPAs and attorneys.
- Provides executive benefits, group insurance, buy-sell planning and key person protection.
Professional Memberships
- Financial Planning Association
Designations and Licensures
- Certified Financial Planner™ practitioner
- Investment Advisor Representative Series 65
- Licensed Life Insurance Professional
- Registered Representative Series 7 and 63
Education
- Bachelor of Arts - Concordia College, Moorhead, Minnesota
- Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC. Investment Advisory Services offered through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies.
Financial Advisor is a Registered Representative of and offers securities through Securities America Inc. Member FINRA and SIPC. Investment Advisory Services offered through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services LLC is the holding company for Eide Bailly Advisors LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America Companies.