CK
CK

Christopher Koning

29 Years of Experience
Glendora, CA
BrokerSells Insurance

Christopher Koning is a registered investment advisor at Cetera Investment Advisers LLC, based in Glendora, CA, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

180 N Pennsylvania Ave, Glendora, CA, 91741

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is an investment advisory representative for CWM, LLC (DBA Carson Group Partners) since 2019, spending full-time providing advisory services. He also sells life insurance and annuities as an insurance agent, dedicating a few hours per week, and works as a financial professional for CJK Wealth Advisors, Inc/ DBA Graves Financial Wealth, dedicating nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2019 - Present · 7 yrs 4 mos
Cwm, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2019 - June 2023 · 3 yrs 8 mos
Ameriprise Financial Services, INC.Broker
October 2017 - September 2018 · 11 mos
Ameriprise Financial Services, INC.
October 2017 - September 2018 · 11 mos
Wells Fargo Advisors Financial Network, LLC
March 2012 - October 2017 · 5 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2012 - October 2017 · 5 yrs 7 mos
Cco Investment Services CORP.
May 2003 - March 2012 · 8 yrs 10 mos
Cco Investment Services CORP.Broker
May 2002 - March 2012 · 9 yrs 10 mos
Dreyfus Investment Services Company, LLCBroker
December 2000 - May 2002 · 1 yr 5 mos
Dean Witter Reynolds INC.Broker
August 1998 - December 2000 · 2 yrs 4 mos
Chatfield Dean & CO., INC.Broker
November 1995 - August 1998 · 2 yrs 9 mos
State Registrations18 states
ARAZCACOFLIAIDILLAMTNCNVOHORPATXUTWA
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.
Christopher Koning - Financial Advisor | TrueAdvisor