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Christine S
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Christine Schroeder is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and was previously with Merrill from 2004 to 2012. She holds Series 63 and Series 65 licenses. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party investment managers.
Mark O
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.
Sheridan F
Series 66
Alexandria, MN
Private Advisor Group, LLC
Sheridan Fearing is a Series 66-licensed financial professional with two years of industry experience. He currently works at Private Advisor Group, LLC and previously was associated with LPL Financial/StoneBridge Wealth Management, LLC. Outside of advisory work, he is a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers, utilizing various investment strategies and technology platforms.
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