CC
CFP
CC
CFP

Christian Cyr

14 Years of Experience
Hennepin, IL
Sells Insurance

Christian Cyr is a CFP-designated registered investment advisor at Cyr Financial INC., based in Hennepin, IL, with 14 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 472 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
472 clients
Average Client Portfolio
$382K average
Assets Under Management
$180.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.10%
$500K - $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5.0M - $7.5M0.55%
$7.5M+0.40%

Fees are negotiable at the sole discretion of the advisor. Aggregate assets across family accounts may be taken into consideration.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 E High St, Suite 102, Hennepin, IL, 61327

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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

Christian owns Cyr Financial, where he works as an agent offering property casualty, life, health, and group fixed insurance. He also owns a CPA and bookkeeping firm, as well as commercial rental property.

Employment History
Current Registrations
Cyr Financial INC.
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - September 2020 · 5 yrs
Sii Investments, INC.
December 2012 - September 2015 · 2 yrs 9 mos
Sii Investments, INC.Broker
December 2012 - September 2015 · 2 yrs 9 mos
Princor Financial Services Corporation
November 2012 - December 2012 · 1 mo
Princor Financial Services CorporationBroker
April 2012 - December 2012 · 8 mos
State Registrations3 states
FLILTX
Advisor

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.
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