Christopher Setter, financial advisor Lone Tree CO
96 score

Christopher Setter

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Christopher A. Setter
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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