Christine Bosman

Customer Service Associate at Wealth Enhancement Group

Hugo, Minnesota, United States

About

“Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients' lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. The financial advisors at Wealth Enhancement Group are registered representatives with and securities offered through Wealth Enhancement brokerage Services, Member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor.”

Experience

  • Client Service Associate at Wealth Enhancement Group
    Jun 2021 - Present · 5 yrs 1 mo

    Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients' lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. The financial advisors at Wealth Enhancement Group are registered representatives with and securities offered through Wealth Enhancement brokerage Services, Member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor.

  • Investment Account Specialist at Gradient Financial Group
    Nov 2019 - Jun 2021 · 1 yr 8 mos

  • Culinary School Assistant at COOKS OF CROCUS HILL, LLC
    Mar 2016 - Mar 2017 · 1 yr 1 mo

    Work with Twin Cities Chefs to prep and assist culinary classes.

  • Volunteer at Eugene Field Elementary School
    Aug 2011 - Dec 2015 · 4 yrs 5 mos

    I am so thankful to have been able to spend time at home while my children were young. During that time, I volunteered at their school as PTA Hospitality. Providing lunches for teachers during parent/teacher conferences and doing special things for teachers during Teacher Appreciation Week. I have learned that teachers go WAY above and beyond their expected responsibilities.

  • Investment Associate at Lowry Hill - next Abbot Downing - now Wells Fargo Private Bank
    Jun 1998 - Jun 2007 · 9 yrs 1 mo