CK
CFP
CK
CFP

Christopher Knappstein

14 Years of Experience

Christopher Knappstein is a CFP-designated registered investment advisor at 1834 Investment Advisors CO., based in Chicago, IL, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
435 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.

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Location

8750 W Bryn Mawr Avenue, Suite 1300, Chicago, IL, 60631

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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 works as a Wealth Management Officer at Old National Bank since February 2022. This investment-related activity takes about half of Christopher's time.

Employment History
Current Registrations
1834 Investment Advisors CO.
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
November 2014 - October 2024 · 9 yrs 11 mos
J.P. Morgan Securities LLCBroker
November 2011 - November 2012 · 1 yr
Wells Fargo Investments, LLC
August 2002 - January 2005 · 2 yrs 5 mos
Wells Fargo Investments, LLCBroker
July 2002 - January 2005 · 2 yrs 6 mos
State Registrations1 state
IL
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.