Christine M. Schroeder, AIF®, CRPC®, CRPS®, PPC®
Managing Director, Private Wealth Manager
Christine adheres to a disciplined investment management process that strives to provide consistent but customized strategies for her clients. As an Accredited Investment Fiduciary and Chartered Retirement Plans Specialist, she serves as a 3(21) Fiduciary on many local Corporate Retirement Plans. Acting in an advisory capacity to clients allows her to assist corporate clients with navigating complicated regulatory issues, monitoring and providing investment recommendations, and providing comprehensive financial education and enrollment programs.
As a Retirement Planning Counselor, she specializes in the areas of retirement and income planning for individuals and their families. Christine works closely with clients to recommend strategies and investment solutions specific to each individual’s life goals. She conducts regular investment reviews to help monitor progress and ensure that investment strategies stay consistent with changes in her clients lives.
Christine has been a Financial Advisor in the Alexandria area since 2004. Prior to forming StoneBridge Wealth Management, she worked for 8 years as a Senior Financial Advisor with Merrill Lynch, Pierce, Fenner and Smith. With over 22 years of industry experience, she holds a Series 7 and Series 63 through LPL Financial and the Series 65 with both LPL Financial and Private Advisor Group. Christine is also licensed by the Minnesota Department of Insurance for life and variable products.
Christine has served in several leadership capacities with the local Lakes Area District of the Boy Scouts of America including serving as a Counselor for Eagle required Personal Management and Family Life Merit Badges, and has volunteered extensively in her church’s Sunday School Program. She is a 2010 graduate of the Blandin Community Leadership Program for the Alexandria Community. She served on the Board of Directors for the United Way of Pope and Douglas Counties from 2006-2013, Board President 2011/2012, and was the 2009/2010 Campaign Chair. She was the 2006 President of the Alexandria Lakes Area Chamber of Commerce, served on several committees for the Chamber, and is a 2001 graduate of Leadership Alexandria.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.