Christopher C. Mcgrann

RIVERBRIDGE

Minneapolis, MN 55402

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CRD#: 2634545

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Riverbridge Partners, LLC Investment Related Investment Advisor Minneapolis, MN 05/2021 Relationship Manager Client Advisor 160 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Calin Mcgrann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 25, 2021 - Present

RIVERBRIDGE

Office #1: 80 South Eighth Street Suite 1500, Minneapolis, MN 55402

RIA

CRD#: 108074

Minneapolis, MN

Current

July 26, 2021 - Present

IMST DISTRIBUTORS, LLC

Office #1: 80 8th Street South Suite 1500, Minneapolis, MN 55402

CRD#: 130745

Minneapolis, MN

Past

December 5, 2016 - June 1, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

MINNEAPOLIS, MN

Past

December 5, 2016 - June 1, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

MINNEAPOLIS, MN

Past

April 12, 2016 - November 22, 2016

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

MINNEAPOLIS, MN

Past

July 29, 2014 - November 22, 2016

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

MINNEAPOLIS, MN

Past

January 14, 2003 - August 6, 2013

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

April 25, 2001 - December 20, 2002

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, NY

Past

April 6, 1998 - April 20, 2001

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

July 26, 1995 - April 6, 1998

WESSELS, ARNOLD & HENDERSON, L.L.C.

CRD#: 17914

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIVERBRIDGE

RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS

CRD#: 108074 / SEC#: 801-57432

RIA

Registered Investment Advisory firm - (4/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/3/2022)

California
(1/3/2022)

Colorado
(1/3/2022)

Hawaii
(1/3/2022)

Illinois
(1/3/2022)

IAR

Minnesota
(5/25/2021)

Minnesota
(7/26/2021)

Montana
(1/3/2022)

Nevada
(1/3/2022)

New Hampshire
(1/3/2022)

North Dakota
(1/2/2025)

Texas
(1/3/2022)

Wisconsin
(1/3/2022)

Wyoming
(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

State Security Law Exam

IAR

Series 65

Date: 4/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/19/2016

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/23/1998

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 7/25/1995

Corporate Securities Limited Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RIVERBRIDGE

RIVERBRIDGE | RIVERBRIDGE PERSONAL WEALTH ADVISORS | RIVERBRIDGE PARTNERS LLC | RIVERBRIDGE PARTNERS

CRD#: 108074 / SEC#: 801-57432

RIA

Registered Investment Advisory firm - (4/10/2000 Approved)

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Contact information

Main Address

80 South Eighth Street Suite 1500, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 904-6200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVERBRIDGE PARTNERS LLC FORM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	4,421
AUM (Assets Under Management)	$ 6,877,591,654

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher C. Mcgrann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Calin Mcgrann's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMST DISTRIBUTORS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

PIPER SANDLER & CO.

GLEACHER & COMPANY SECURITIES, INC.

RBC CAPITAL MARKETS, LLC

WESSELS, ARNOLD & HENDERSON, L.L.C.

Primary Firm SEC Registration

RIVERBRIDGE

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2016

Series 63

Date: 7/11/1996

SIE

Date: 10/1/2018

Series 31

Date: 4/19/2016

Series 7

Date: 3/23/1998

Series 62

Date: 7/25/1995

Series 24

Date: 6/21/2007

FINRA

Current Firm

RIVERBRIDGE

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERBRIDGE

TRUST BUT VERIFY

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