Christopher Spaith, financial advisor Middleton WI
90 score

Christopher Spaith

CRD Number: 6258994
Current Firm: Advice And Planning Services

Christopher Spaith (CRD# 6258994) is an Investment Advisor Representative working at Advice And Planning Services in Middleton, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Middleton, WI Oct 2016 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Middleton, WI Oct 2016 - Current 1
Strategic Advisers, Inc. Middleton, WI Oct 2014 - Sep 2016 1
Fidelity Investments Middleton, WI Oct 2013 - Sep 2016 2
Fidelity Brokerage Services, LLC Middleton, WI Oct 2013 - Sep 2016 2
Associated Bank Fitchburg, WI Aug 2012 - Sep 2013 1
M&i Bank Monona, WI Aug 2007 - Jun 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Christopher B. Spaith
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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