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Christie Ramona Farris Oberg

AB CARVAL INVESTORS, LP·MINNEAPOLIS, Minnesota
AB CARVAL INVESTORS, LP
1601 UTICA AVENUE SOUTH, MINNEAPOLIS, MN 55416CRD# 7606296Firm CRD# 141819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christie Ramona Farris Oberg · MINNEAPOLIS, MN
Registration
CRD #7606296 · AB CARVAL INVESTORS, LP
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Christie Ramona Farris Oberg is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with AB CARVAL INVESTORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AB CARVAL INVESTORS, LP
AB CARVAL INVESTORS, LP
AUM
$20.4B
Regulatory assets under management
Employees
205
Total firm employees
View all advisors at AB CARVAL INVESTORS, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7606296
Firm CRD# 141819
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christie Ramona Farris Oberg offer?
Christie Ramona Farris Oberg specializes in Retirement Planning, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Christie Ramona Farris Oberg's credentials?
Christie Ramona Farris Oberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christie Ramona Farris Oberg located?
Christie Ramona Farris Oberg is based in MINNEAPOLIS, Minnesota, working with AB CARVAL INVESTORS, LP. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Christie Ramona Farris Oberg charge for services?
Christie Ramona Farris Oberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AB CARVAL INVESTORS, LP?
AB CARVAL INVESTORS, LP has approximately 205 employees and manages $20.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AB CARVAL INVESTORS, LP

Matthew Robert Bogart
MINNEAPOLIS, MN
Brandynn Young Morris
MINNEAPOLIS, MN
Christopher John Hedberg
MINNEAPOLIS, MN
Jody Ann Gunderson
MINNEAPOLIS, MN
John Roger Simpson Brice
HOPKINS, MN
Linda Susan Cutler
MINNETONKA, MN

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Research
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