LPL Financial
41yrs
Top advisor by experience in Grand Forks
5yrs
Christopher Moen
Financial advisor at Osaic Institutions
Christopher Moen is a fiduciary financial advisor in Grand Forks, North Dakota, with 5 years in the industry. Christopher joined Osaic Institutions in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Institutions reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 70 advisors with offices in Grand Forks, and one of 67 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office401 Demers Ave, Grand Forks, ND 58201
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowOsaic Institutions, Inc.Current firm
Contact Christopher
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Christopher. 401 Demers AveGrand Forks, ND 58201Office · Get directions LinkedIn pageOsaic Institutions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Osaic Institutions at (203) 599-6000 and ask for Christopher Moen. Christopher works from the Grand Forks, ND office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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