CH
CH

Christopher Harrell

22 Years of Experience
University City, MO
1 DisclosureSells Insurance

Christopher Harrell is a registered investment advisor at Ckhfinancial LLC, based in University City, MO, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 64 clients with $2.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
64 clients
Average Client Portfolio
$42K average
Assets Under Management
$2.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is negotiable, depending upon the scope and complexity of services and at the Adviser’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

8147 Delmar Boulevard, Suite 210, University City, MO, 63130

Get directions

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.
Employment Separation After Allegations
September 2021
Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent selling life and health insurance, dedicating about 10-20% of his time to this activity. He also works as a tax preparation contractor, adjunct professor, substitute teacher, and on-call residential tech, each taking a small amount of his time.

Employment History
Current Registrations
Ckhfinancial LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Next Financial Group, INC.
September 2019 - September 2021 · 2 yrs
Next Financial Group, INC.Broker
October 2018 - September 2021 · 2 yrs 11 mos
LPL Financial LLCBroker
November 2017 - March 2018 · 4 mos
National Planning CorporationBroker
May 2016 - November 2017 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
August 2012 - May 2016 · 3 yrs 9 mos
Scottrade, INC.Broker
March 2005 - July 2012 · 7 yrs 4 mos
Metlife Securities INC.Broker
June 2003 - January 2005 · 1 yr 7 mos
Metropolitan Life Insurance CompanyBroker
June 2003 - January 2005 · 1 yr 7 mos
E*trade Securities, IncorporatedBroker
January 2001 - August 2002 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
May 2000 - December 2000 · 7 mos
Ids Life Insurance CompanyBroker
May 2000 - December 2000 · 7 mos
State Registrations2 states
MOTX
Advisor

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.