Christopher Bredeson Email & Phone Number
Partner | Wealth Advisor @ HEFTY WEALTH PARTNERS
5 free lookup(s).
Christopher Bredeson Location
- Plano, TX, US
Christopher Bredeson Work
- 2024 - now Partner | Wealth Advisor @
- 2014 - 2024 US Private Client Group - Vice President @
- 2014 - 2021 US Private Client Group Manager | Strategist | Supervisor @
- 2012 - 2014 WealthBuilder Portfolio Vice President @
- 2009 - 2012 Research and Vice President of Investments, Financial Advisor @
- 2002 - 2009 Manager @
Christopher Bredeson Education
- University of Montana 2004 - 2006
- Spokane Community College
Associates of Arts and Science (Architectural Technology)
2002 - 2004 - Cascade High School
Christopher Bredeson Skills
- Account Management
- Financial Analysis
- Finance
- Strategy
- Estate Planning
- Bonds
- Retirement Planning
- Wealth Management Services
- Capital Markets
- Investments
- Series 6
- 401k
- Investment Advisory
- Wealth Management
- Equities
- Strategic Financial Planning
- Investment Strategies
- Wealth
- ETFs
- Trading
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
Christopher Bredeson Summary
- Christopher Bredeson, based in Plano, TX, US, is currently a Partner | Wealth Advisor at Credent Wealth Management. Christopher Bredeson brings experience from previous roles at Fisher Investments and J.P. Morgan. Christopher Bredeson holds a 2004 - 2006 University of Montana. With a robust skill set that includes Account Management, Financial Analysis, Finance, Strategy, Estate Planning and more. Christopher Bredeson has 2 emails and 1 mobile phone numbers on RocketReach.
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