Christian Cruz
Christian Cruz is a registered investment advisor at Cruz Investments & Wealth Management, based in Aurora, IL, with 4 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, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cruz Investments & Wealth Management does not directly manage investments. Instead, they recommend third-party investment advisors. The fee for this recommendation and monitoring service will not exceed 2.00% per year, calculated monthly based on the average daily balance. This fee is in addition to the fees charged by the third-party advisor.
Location
605 North Broadway, 2nd Floor, Aurora, IL, 60505
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christian works as an insurance agent selling life and health insurance, dedicating about 10-20% of his time to this activity. He reviews life insurance and annuity policies and runs illustrations for clients.
Employment History
Current Registrations
Cruz Investments & Wealth Management
State Registrations2 states
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.