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Christopher Kwilinski

Raymond James Financial Services Advisors, INC
30 Years of Experience
Pulaski, WI
1 DisclosureBroker
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Christopher Kwilinski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pulaski, WI, with 30 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Pulaski, WI

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2018 - Present · 8 yrs 4 mos
Raymond James Financial Services, INC.
May 2018 - Present · 8 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2017 · 8 mos
MML Investors Services, LLC
March 2017 - November 2017 · 8 mos
Msi Financial Services, INC.
July 2011 - March 2017 · 5 yrs 8 mos
Msi Financial Services, INC.Broker
July 2011 - March 2017 · 5 yrs 8 mos
Park Avenue Securities LLC
July 2009 - June 2011 · 1 yr 11 mos
Park Avenue Securities LLCBroker
May 2009 - June 2011 · 2 yrs 1 mo
MML Investors Services, INC.
September 2008 - March 2009 · 6 mos
MML Investors Services, INC.Broker
August 2003 - March 2009 · 5 yrs 7 mos
Princor Financial Services CorporationBroker
January 1998 - August 2003 · 5 yrs 7 mos
John Hancock Distributors, INC.Broker
June 1996 - February 1998 · 1 yr 8 mos
John Hancock Mutual Life Insurance CompanyBroker
June 1996 - May 1997 · 11 mos
Metlife Securities INC.Broker
September 1993 - June 1994 · 9 mos
Metropolitan Life Insurance CompanyBroker
September 1993 - June 1994 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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