Christopher SetterCRD Number: 5348922
Current Firm: Schwab Private Client Investment Advisory, Inc.
Christopher Setter (CRD# 5348922) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 9 years of experience in the finance industry. Christopher Setter 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Charles Schwab & Company, Inc.||Lone Tree, CO||Aug 2014 - Current||2|
|Schwab Private Client Investment Advisory, Inc.||Lone Tree, CO||Aug 2014 - Current||2|
|Mark R Perrault||Colorado Springs, CO||Mar 2014 - Aug 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Colorado Springs, CO||Jul 2013 - Aug 2014||1|
|Charles Dunn||Colorado Springs, CO||Apr 2013 - Aug 2014||1|
|Northwestern Mutual Investment Services, LLC||Colorado Springs, CO||Apr 2013 - Aug 2014||1|
|Colorado Technician University||Colorado Springs, CO||Dec 2012 - Jun 2014||1|
|Steven Harp||Colorado Springs, CO||Apr 2013 - Jan 2014||< 1|
|Asi Capital, LLC||Colorado Springs, CO||Oct 2012 - Mar 2013||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2012 - Sep 2012||< 1|
|Peak Capital Management, LLC||Colorado Springs, CO||Jan 2011 - Aug 2012||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2011 - Jun 2012||1|
|Securian Financial Services, Inc.||St. Paul, MN||Jun 2007 - Dec 2010||3|
|Strategic Financial Partners||Colorado Springs, CO||Jun 2007 - Dec 2010||3|
|Minnesota Life Insurance Company||St. Paul, MN||Jun 2007 - Dec 2010||3|
|Itt Corp||Colorado Springs, CO||Apr 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.