Christopher Calin Mcgrann
Professional Summary
Christopher Calin Mcgrann is a registered financial advisor currently at RIVERBRIDGE located in Minneapolis, Minnesota and IMST DISTRIBUTORS, LLC located in Minneapolis, Minnesota. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Christopher has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 62 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS
Contact Information
Main Address
80 South Eighth Street Suite 1500, Minneapolis, MN 55402Phone Number
(612) 904-6200# of Employees
46SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,656AUM (Assets Under Management)
$5,027,039,568Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS
State Registrations and Notice Filings
(1/3/2022)
(1/3/2022)
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(1/3/2022)
(5/25/2021)
(7/26/2021)
(1/3/2022)
(1/3/2022)
(1/3/2022)
(1/2/2026)
(1/2/2025)
(1/3/2022)
(1/3/2022)
(1/2/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jul 1995SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Calin Mcgrann's CRS (Customer Relationship Summary).
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