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Christopher Kollitz

11 Years of Experience
Fargo, ND
Broker

Christopher Kollitz is a registered investment advisor at RBC Capital Markets, LLC, based in Fargo, ND, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

4207 28th Avenue South, 2nd Floor, Fargo, ND, 58104

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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 Activities

Christopher is a firefighter with the Dilworth Fire Department since 2017. He dedicates minimal time to this activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2022 - Present · 3 yrs 7 mos
RBC Capital Markets, LLC
October 2022 - Present · 3 yrs 7 mos
RBC Capital Markets, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2014 - October 2022 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2014 - October 2022 · 8 yrs 3 mos
State Registrations26 states
AZCACODEFLGAHIIAILINKSMIMNMOMTNCNDNENYORPASDTXUTWAWI
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.