CK
CK

Christopher Kizis

25 Years of Experience
Red Bank, NJ
3 DisclosuresBroker

Christopher Kizis is a registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 25 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

331 Newman Springs Rd 143, [Satellite], Red Bank, NJ, 07701

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History

Regulatory History (3)
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.
Customer Dispute
April 2011
Settled
Customer Dispute
August 2007
Denied
Customer Dispute
March 2004
Denied
Other Business Activities

Christopher co-owns CK Property Management LLC, a real estate business, and spends minimal time on it. He also has 100% ownership of CTKPWM, LLC and dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2014 - October 2022 · 8 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2022 · 13 yrs 8 mos
Citigroup Global Markets INC.Broker
June 2004 - March 2009 · 4 yrs 9 mos
UBS Financial Services INC.
September 2002 - July 2004 · 1 yr 10 mos
UBS Financial Services INC.Broker
January 2001 - July 2004 · 3 yrs 6 mos
State Registrations17 states
ALAZCACOCTDEFLGAMDMINCNJNYPARISCVT
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.