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Christina A. Lueders Ochanpaugh

KINGDOM WEALTH DEVELOPMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 4275513
CL

Professional summary


Christina Ann Lueders Ochanpaugh, who also goes by Christina Ann Grell, Christie Lueders, Christina Ann Lueders, is a registered financial advisor currently at KINGDOM WEALTH DEVELOPMENT, LLC located in West Des Moines, Iowa.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christina has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christina Ann Grell | Christie Lueders | Christina Ann Lueders

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.
TRINITY FINANCIAL GROUP; INDEPENDENT INSURANCE AGENT; FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/ INVESTMENT RELATED/INSURANCE SALES/SPENDS APPROX. 60 HRS/MTH. IOWA HOMELESS YOUTH CENTER; NON-INVESTMENT RELATED; VOLUNTEER; NON-PROFIT ORGANIZATION; SPENDS APPROX. 2-6 HRS/MTH.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christina Ann Lueders Ochanpaugh's 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

January 17, 2018 - Present

KINGDOM WEALTH DEVELOPMENT, LLC

Office #1: 1603 22nd Street Suite 100, West Des Moines, IA 50266
RIA
CRD#: 291802
West Des Moines, IA
Past

March 8, 2013 - December 31, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
WEST DES MOINES, IA
Past

October 16, 2012 - December 31, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WEST DES MOINES, IA
Past

September 13, 2010 - October 18, 2012

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
WEST DES MOINES, IA
Past

February 12, 2009 - August 27, 2010

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
DES MOINES, IA
Past

February 16, 2006 - February 2, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
AMES, IA

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.

Highlighted states indicate IAR registrations

IAR
Iowa
(1/17/2018)
IAR
Louisiana
(1/25/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/23/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KW
KINGDOM WEALTH DEVELOPMENT, LLC
KINGDOM WEALTH DEVELOPMENT, LLC

CRD#: 291802 / SEC#:

Iowa
Registered Investment Advisory firm - (1/17/2018 Approved)
Louisiana
Registered Investment Advisory firm - (1/22/2018 Approved)
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Contact information


Main Address
1603 22nd Street Suite 100, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 451-6670
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts145
AUM (Assets Under Management)$ 8,030,000

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.

Company Information


KINGDOM WEALTH DEVELOPMENT, LLC

CRD#: 291802West Des Moines, IA 50266

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