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Christopher Kaufman

18 Years of Experience
Carlock, IL
BrokerSells Insurance

Christopher Kaufman is a registered investment advisor, based in Carlock, IL, with 18 years of industry experience.

Location

106 W. Douglas Street, Carlock, IL, 61725

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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 is a financial advisor and part owner of Grieder Financial Services, Inc., offering insurance and investment services, dedicating about two-thirds of his time. He also works as a financial advisor for Everence, spending about a third of his time providing insurance services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Everence Trust Company
June 2012 - September 2019 · 7 yrs 3 mos
Concourse Financial Group Advisors
July 2009 - February 2025 · 15 yrs 7 mos
Concourse Financial Group Securities, INC.Broker
August 2007 - February 2025 · 17 yrs 6 mos
State Registrations21 states
ALAZCACOCTFLIAILINKSKYMONCNMNYOHOKPATXUTWI
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 Kaufman - Financial Advisor | TrueAdvisor