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Christopher Fangmann

12 Years of Experience
Broker

Christopher Fangmann is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

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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 Activities

Christopher engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.

Employment History
Current Registrations
Touchstone Advisors INC
April 2017 - Present · 9 yrs
Touchstone Securities, LLCBroker
April 2016 - Present · 10 yrs
Previous Registrations
Strategic Advisers, INC.
March 2015 - March 2016 · 1 yr
Fidelity Brokerage Services LLCBroker
May 2013 - March 2016 · 2 yrs 10 mos
State Registrations11 states
AKARCAIDKYMSMTOHORTNWA
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.