Christian Stake (CRD# 7043713) is an Investment Advisor Representative working at Baynes Investment Counsel LLC in Mason, OH and has over 3 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baynes Investment Counsel LLC | Mason, OH | Jan 2023 - Current | 1 |
| Transamerica Financial Advisors, Inc. | Dayton, OH | May 2022 - Current | 2 |
| World Financial Group, Inc. | Dayton, OH | Mar 2022 - Current | 2 |
| Barrett Paving | Franklin, OH | May 2021 - Current | 3 |
| Barrett Paving Materials | Middletown, OH | May 2021 - Current | 3 |
| New York Life | Cincinnati, OH | Dec 2020 - Mar 2021 | < 1 |
| New York Life Insurance Co | Cincinnati, OH | Oct 2020 - Mar 2021 | < 1 |
| Nylife Securities LLC | Cincinnati, OH | Oct 2020 - Mar 2021 | < 1 |
| John R Jurgensen | Sharonville, OH | Apr 2020 - Nov 2020 | < 1 |
| John R. Jurgensen | Cincinnati, OH | Apr 2020 - Nov 2020 | < 1 |
| Jurgensen Companies | Cincinnati, OH | Apr 2020 - Oct 2020 | < 1 |
| State Farm | Cincinnati, OH | Apr 2020 - Jul 2020 | < 1 |
| Eagle Bridge | Sidney, OH | Jul 2019 - Apr 2020 | < 1 |
| Raymond James Financial | Cincinnati, OH | Apr 2019 - Jul 2019 | < 1 |
| Eagle Bridge | Sidney, OH | Mar 2012 - Apr 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- OH
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$268,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
OH, TN, TX
About Wealthminder
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 derived from SEC.gov data covering 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.
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.