Christian Cruz (CRD# 7201092) is an Investment Advisor Representative working at Cruz Investments & Wealth Management in Aurora, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cruz Investments And Wealth Management | Aurora, IL | Jan 2022 - Current | 2 |
| Cruz Investments And Wealth Management | Aurora, IL | Oct 2019 - Current | 4 |
| Advisors Excel | Topeka, KS | Jun 2016 - Sep 2019 | 3 |
| Western Illinois Recreation | Macomb, IL | Aug 2013 - May 2016 | 2 |
| Senior Financial Security, Inc. | The Villages, FL | May 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- IL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, TX
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