Christopher MacLennan - VP of Portfolio Management and Partner

Christopher MacLennan - VP of Portfolio Management and Partner

JD, ChFC, CLU, CRPC, AWMA

Phone: 612-435-0041
Fax: 612-435-0030
Mobile Phone: 612-243-3302
E-mail:
 

Chris has been in the financial planning industry for 30 years.  He started with Cigna Corporation as a Technical Manager drafting Fee-based Financial Plans and providing estate planning advice. He then worked as an Advisor with individual clients with Capital Management Associates before leaving to become the National Director of Advanced Markets for 9 years with ITT Hartford, followed by another 9 years with AXA Advisors as a Regional Director of Advanced Markets and then becoming an Advisor working with individual clients since 2003. He joined Diversified Wealth Management in 2010 and is managing portfolios as well as advising on estate planning and business succession.

Chris has achieved a diverse array of advanced designations from the financial services industry that illustrate his expertise in a variety of financial planning areas.

JD - Juris Doctor from William Mitchell School of Law.

ChFC - Chartered Financial Consultant  An advanced designation offered through the “American College” that concentrates on financial planning for small businesses.

CLU - Chartered Life Underwriter  An advanced designation offered through the “American College” that concentrates on insurance analysis and estate planning.

CRPC - Chartered Retirement Planning Counselor  An advanced designation offered by the “College for Financial Planning” focusing on retirement planning for individuals and small businesses.

AWMA - Accredited Wealth Management Advisor  An advanced program offered through the "College for Financial Planning" that concentrates on comprehensive wealth management issues.

He has also successfully completed the Wharton Retirement Planning Program at the Wharton School of Business.