Christopher Krzus is a registered investment advisor at Wolfstone Wealth, based in Wheaton, IL, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 153 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wolfstone Wealth's investment management fees are negotiated and will not exceed 1.5% of the assets managed. Fees are charged quarterly, in advance, based on the market value of the assets at the end of the previous quarter.
Location
25W 740 Wenona Ln., Wheaton, IL, 60189
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher coaches 8th grade girls volleyball, dedicating about 10-20% of his time to this activity. He is also an insurance producer, assisting individuals and families with their insurance needs for a few hours per week.
Employment History
Current Registrations
Wolfstone Wealth
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Harris Investor Services, INC.
Harris Investor Services, INC.Broker
Allstate Financial Services, LLCBroker
Usallianz Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations1 state
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.