CG
CG

Chris Edward Goldner

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

33335 Grand River, Farmington, MI, 48336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Chris is involved in several business activities, including short-term rental property management, bookkeeping for MiWEST Financial LLC, and working as an insurance agent for GLP & Associates selling life insurance and annuities. He also works as an Investment Advisor Representative (IAR) for Asset Allocation Strategies, LLC, dedicating about half of his time to this role.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
May 2016 - Present · 9 yrs 9 mos
Glp Investment Services, LLCBroker
August 2011 - Present · 14 yrs 6 mos
State Registrations6 states
ARCAFLMIOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.