CS
CFP · ChFC
CS
CFP · ChFC

Christopher Stolte

18 Years of Experience
Austin, TX
BrokerSells Insurance

Christopher Stolte is a CFP, ChFC-designated registered investment advisor, based in Austin, TX, with 18 years of industry experience.

Location

925 S. Capital of Texas Highway, Suite B235, Austin, TX, 78746

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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 ActivitiesSells Insurance

Christopher spends about a quarter of his time on non-variable insurance activities. He also works with Fortus as a Registered Investment Advisor, dedicating full-time hours to this role, and is a board member of the Financial Planning Association, spending minimal time on this activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
One Advocate Group
August 2015 - February 2016 · 6 mos
LPL Financial LLCBroker
February 2014 - May 2019 · 5 yrs 3 mos
Signator Investors, INC.
February 2008 - February 2014 · 6 yrs
Signator Investors, INC.Broker
April 2007 - February 2014 · 6 yrs 10 mos
State Registrations3 states
MASCTX
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.
Christopher Stolte - Financial Advisor | TrueAdvisor