CG
CG

Chris Lee Grosskreutz

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

3530 Stewart Avenue, Wausau, WI, 54401

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Chris is a financial advisor and insurance agent, dedicating full-time hours to working with clients on financial planning and insurance needs. He also receives trail payments on insurance products written before joining Focus Financial and is involved in LLCs related to office building ownership and group expenses, requiring minimal time.

Employment History
Current Registrations
Focus Financial
May 2016 - Present · 9 yrs 9 mos
Osaic Wealth, INC.Broker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.
May 2016 - May 2016 · 0 mos
Sii Investments, INC.
March 2014 - May 2016 · 2 yrs 2 mos
Sii Investments, INC.Broker
March 2014 - May 2016 · 2 yrs 2 mos
Sagepoint Financial, INC.
July 2012 - March 2014 · 1 yr 8 mos
Sagepoint Financial, INC.Broker
May 2012 - March 2014 · 1 yr 10 mos
State Registrations9 states
AZMDMTNCOHPATNWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chris Lee Grosskreutz - Financial Advisor | TrueAdvisor