Christopher Teofilak, financial advisor Lynnwood WA

Christopher Teofilak

CRD Number: 5042836
Current Firm: Clear Wealth Management

Christopher Teofilak (CRD# 5042836) is an Investment Advisor Representative working at Clear Wealth Management in Lynnwood, WA and has over 15 years of experience in the finance industry. Christopher Teofilak 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
Clear Wealth Management, LLC Lynnwood, WA Jul 2017 - Current 4
Northwest Asset Management Mercer Island, WA Sep 2015 - Oct 2017 2
Index Fund Wealth Management, LLC Lynnwood, WA Apr 2017 - Jul 2017 < 1
Strategic Advisers, Inc. Seattle, WA Aug 2010 - Oct 2015 5
Fidelity Brokerage Services LLC Jacksonville, FL Sep 2006 - Sep 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Christopher S. Teofilak
Phone Number: (206) 499-3556
Registered State(s):
  • NY
  • TX
  • WA
Current Firm Details
Clear Wealth Management
Firm's CRD Number: 289532
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $221,046
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NY, TX, WA

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