Christopher Parks
Christopher Parks is a CFP, PFS-designated registered investment advisor at Osaic Institutions, INC., based in Springfield, IL, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
322 E. Capitol Ave, Springfield, IL, 62701
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Regulatory History
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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Christopher is a member of the finance counsel for St. Joseph's Church and provides financial management guidance to the pastor, spending minimal time. He also works with INB Wealth Strategies preparing taxes for about half his time during tax season, and is a Senior Vice President at Illinois National Bank, dedicating a few hours per week. Additionally, Christopher is the Vice President of the Chatham Police Pension Fund, spending minimal time on this role.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Hilltop Securities Independent Network INC.Broker
Hilltop Securities Independent Network INC.
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations15 states
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.