Christopher Barthel, financial advisor Princeton IN

Christopher Barthel

CRD Number: 2636084
Current Firm: Prudential Financial Planning Services

Christopher Barthel (CRD# 2636084) is an Investment Advisor Representative working at Prudential Financial Planning Services in Princeton, IN and has over 28 years of experience in the finance industry. Christopher Barthel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prudential Insurance Company Of America Princeton, IN Aug 2020 - Current 3
Pruco Securities, LLC Princeton, IN Aug 2020 - Current 3
The Barthel Agency Princeton, IN Mar 1998 - Current 26
Thurston Springer Miller Herd & Titak, Inc. Indianapolis, IN Feb 2015 - Aug 2020 5
Private Client Services LLC Louisville, KY Jul 2010 - Feb 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Christopher S. Barthel
Phone Number: 800-235-7637
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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