Christopher Offner
Christopher Offner is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher has a 33% ownership in Willow Bend Wealth Management, LLC and 100% ownership in CTOFFS Enterprises, LLC. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Hartford Funds Management Company, LLC
Hartford Funds Management Company, LLC
Hartford Funds Distributors, LLCBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
TD Ameritrade, INC.Broker
Sunamerica Capital Services, INC.Broker
Suntrust Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Foreside Fund Services, LLCBroker
Alps Distributors, INC.Broker
Planco Financial Services, LLCBroker
Aig Sunamerica Capital Services, INC.Broker
Fam Distributors, INC.Broker
Kemper Distributors, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations34 states
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