PC
CFP
PC
CFP

Philip Christner

19 Years of Experience
Indianapolis, IN
Broker

Philip Christner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 19 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

3755 E 82nd Street, Ste 40, Indianapolis, IN, 46240

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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

Philip is involved with Khepri Partners, LLC since 2015, dedicating about a quarter of his time. This activity is investment-related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Wells Fargo Advisors
September 2025 - Present · 8 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2015 - September 2025 · 10 yrs
Ameriprise Financial Services, LLC
September 2015 - September 2025 · 10 yrs
Ameriprise Financial Services, INC.
August 2007 - September 2015 · 8 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2007 - September 2015 · 8 yrs 2 mos
MML Investors Services, INC.Broker
July 2006 - May 2007 · 10 mos
State Registrations26 states
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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.
Philip Christner - Financial Advisor | TrueAdvisor