Unclaimed Profile

Christopher Rolf Glasoe

DOXA ADVISORS LLC·NORTH OAKS, Minnesota

Series 7, Series 24, Series 63, Series 65Clean record12 years registeredDOXA ADVISORS LLC

400 VILLAGE CENTER DRIVE, NORTH OAKS, MN 55127CRD# 2282624Firm CRD# 157886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Rolf Glasoe · NORTH OAKS, MN

Registration

CRD #2282624 · DOXA ADVISORS LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DOXA ADVISORS LLC

DOXA ADVISORS LLC

Nov 2013 – Mar 2023

ROSEVILLE, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 19, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOXA ADVISORS LLC

CRD 157886 · SEC 801-72692

AUM

$25M

Regulatory assets under management

Employees

77 client accounts

Services offered by DOXA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOXA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Rolf Glasoe offer?

Christopher Rolf Glasoe specializes in Financial Planning, Investment Management.

What are Christopher Rolf Glasoe's credentials?

Christopher Rolf Glasoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Rolf Glasoe located?

Christopher Rolf Glasoe is based in NORTH OAKS, Minnesota, last registered with DOXA ADVISORS LLC.

How does Christopher Rolf Glasoe charge for services?

Christopher Rolf Glasoe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOXA ADVISORS LLC?

DOXA ADVISORS LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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