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Christopher Kwilinski

29 Years of Experience
Pulaski, WI
1 DisclosureBroker

Christopher Kwilinski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pulaski, WI, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Pulaski, WI

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History

Regulatory History (1)
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Financial
March 2017
Final
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.
May 2018 - Present · 8 yrs
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs
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.