Choice Wealth > Wealth Team

Chris Siverson

Wealth Manager

With Chris, you’ll have a dedicated advisor with over 11 years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed to grow and protect your wealth.

 

3050 Sienna Drive S
Fargo, ND

C 701.200.4122
O 701.282.3100

Learn More

 

After graduating with a Business degree from Concordia College in 2003 and then receiving a Master of Business Administration in 2006, I began a career in Wealth Management. I could not have asked for a more rewarding career. Each day, I have the opportunity to help people make sound financial decisions. I hold my Series 7 and 66 registrations with LPL Financial, as well as my Life Insurance license. I have a wonderful wife, Heather, who I have been married to since 2012. We were blessed with our son Grayson, who was born in 2016. Our 2 dogs Lexi and Lena round out the family and help keep things exciting. As a family, we love to travel and spend time with loved ones.

BrokerCheck

Left-to-right: Chris Siverson, Breanna Nehl, Chris Birmingham, Carnalee Lykken, Jordan Siverson

Chris Siverson

Wealth Manager

After graduating with a Business degree from Concordia College in 2003 and then receiving a Master of Business Administration in 2006, I began a career in Wealth Management. I could not have asked for a more rewarding career. Each day, I have the opportunity to help people make sound financial decisions. I hold my Series 7 and 66 registrations with LPL Financial, as well as my Life Insurance license. I have a wonderful wife, Heather, who I have been married to since 2012. We were blessed with our son Grayson, who was born in 2016.  Our 2 dogs Lexi and Lena round out the family and help keep things exciting. As a family, we love to travel and spend time with loved ones.

Chris Birmingham

Wealth Manager

After graduating with a Finance degree from Moorhead State University in 1987, I began my career in Wealth Management with Piper Jaffrey. I have over 30 years of experience and still enjoy helping clients to make sound financial decisions. I hold my Series 7, 63, and 65 registrations with LPL Financial, as well as my Life and Health Insurance licenses. My wife Linda and I have been married since 1987. We have 2 grown children, Paige (1991) and Grant (1993) and 1 grandson Rohan (2018). When we are not working or spending time with family, you can find us at the lake (Big Cormorant) enjoying both the winter and summer.

Jordan Siverson

Client Services Associate

Since graduating from Concordia College in 2013 with a Mass Communications major, I have worked primarily at the Fargo Country Club.  I’m excited to start working with Choice Wealth as I have a passion for helping people.  I will be registered for a year-long training program with LPL, where I will work towards passing my Series 7 and 66 registrations, plus a Life and Health Insurance license.  I will also spend time training on how to effectively manage client relationships and provide excellent service.  I’m excited to become a Wealth Manager and help people make sound financial decisions for their future.

Breanna Nehl

Client Services Associate

I started a financial career with Choice Financial in September of 2018. I am currently working towards a Master’s in Finance from NDSU. I am planning to work towards the Series 7 and 66 registrations, as well as the Life and Health Insurance licenses after graduating. My fiancée and I currently have a fur family of three, consisting of two dogs, Bear the Pomeranian and Bubba the Great Pyrenees, and Noel the snowshoe Siamese. When we’re not busy with work, school, or pets, we enjoy spending time at the lake with numerous outdoor activities or with family and friends.

Carnalee Lykken

Client Services Associate

I’ve been working as an assistant for a financial planner since 1995, prior to that I worked at an insurance company in customer service and marketing support. I grew up in a rural town in NW Minnesota, where after graduation, I joined the Navy and moved to California for a few years. I am married to my husband Mark, who is a Sergeant for the Fargo Police Department. We have one son, Caleb who was born in 2002. I moved to West Fargo in 1987, where we currently reside with our 4 dogs. During the summer we spend as much time out on the pontoon as possible.

Our team has designed a process we feel gives us the best opportunity to succeed in meeting our client’s goals and expectations.

Step 1

Discovery – The first meeting is our most important one, because this conversation is all about you. It is the foundation that we build upon while working together to pursue your goals.

The focus of the meeting is not only to gather your financial data but also to learn about you as a person. What are your values? Who is important to you? What do you enjoy doing outside of work? What are your expectations for us? How often would you like to meet?

The information we learn in this meeting helps us custom tailor advice and service specifically to align with your goals. This meeting is very important in our 5 Step Process and is the foundation of success to our relationship.

Step 2

Educate – Our team takes pride in educating our clients. Our goal is to have each client make educated decisions regarding their financial future. We don’t want to make decisions for you, we want to help you understand the importance of the choices you make.

Step 3

Guide – We understand your financial future is important, and there is no “One Size Fits All” strategy. Instead, we bring in different strategies that we believe will best meet your needs. We take the information we learned about you in our discovery meeting and develop customized strategies for you. We are confident that the education we provide based on these strategies will be a helpful guide as you choose the best option for you.

Step 4

Implement – Once we choose a strategy, our team will now begin implementing your plan. Our goal in this step is to ensure we communicate with you every step of the way. We want you to feel comfortable through the process and we will be there to answer any questions along the way.

Step 5

Monitor and Adjust – Once everything is in place, we want to set up a schedule to meet on a regular basis. This is important because we want to ensure you are on track to meet your goals. This also gives us the opportunity to see if anything has changed in your life or to educate you on things that have changed in the market. This gives us the chance to suggest adjustments to your strategy and ensure you understand and agree with the changes.

Areas of Focus

Financial Planning

How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.

Retirement Planning

Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.

Estate Planning

Thoughtful and intentional estate planning brings comfort to you and your loved ones. I approach the process with knowledge, sensitivity, and care.

Portfolio Reviews

As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.

Risk Management

Feel confident in your strategy and receive insight into alternative approaches of which you may not otherwise have been aware.

Let’s Get Started

No financial situation is the same, which is where my experience creating custom-tailored financial plans and asking important questions adds value to your financial future. I look forward to helping find your best future.

Contact Chris Today

 

From the Choice Wealth Blog

For timely resources, tips, and advice from our Wealth Team, visit our Choice Wealth blog.

Visit the Blog

Choice Wealth

Comparing Life Insurance Policies

Read More

Choice Wealth

How to Protect Your Wealth as You Get Older

Read More

Contact Chris


*The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this website and assume total responsibility and risk for your use of the sites to which you are linking.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Choice Financial Group and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Financial Group or Choice Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.