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Christopher Sakas

14 Years of Experience
Missoula, MT
Broker

Christopher Sakas is a registered investment advisor at Wells Fargo Advisors, based in Missoula, MT, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

970 Wyoming St Ste 301, Missoula, MT, 59801

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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 Activities

Christopher has ownership stakes in several investment-related entities, including Pintler Wealth Management Group, LLC, KSZ, LLC, River City Capital LLC, Pintler Legacy Partners, LLC, and Pintler Holdings, LLC. These activities collectively consume a significant amount of Christopher's time, with some requiring full-time involvement.

Employment History
Current Registrations
Wells Fargo Advisors
June 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
June 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2018 - June 2022 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - June 2022 · 4 yrs 2 mos
J.P. Morgan Securities LLC
February 2015 - April 2018 · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
February 2015 - April 2018 · 3 yrs 2 mos
Cetera Investment Advisers LLC
April 2014 - February 2015 · 10 mos
Cetera Investment Services LLCBroker
October 2013 - February 2015 · 1 yr 4 mos
Cibc World Markets CORP.
June 2000 - July 2002 · 2 yrs 1 mo
Cibc World Markets CORP.Broker
June 2000 - July 2002 · 2 yrs 1 mo
State Registrations40 states
AKARAZCACODEFLGAHIIDILKSLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWY
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.