Christopher Cotignola, financial advisor Omaha NE

Christopher Cotignola

CRD Number: 7414270
Current Firm: Sagespring Wealth Partners

Christopher Cotignola (CRD# 7414270) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 2 years of experience in the finance industry.

Similar Advisors
Kyle Acre, financial advisor Omaha NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Steve Adams, financial advisor Omaha NE
Steve M. Adams
CRD# 5297231
Charles Schwab & Company, Inc.
Similar Advisors
Michael Adelman, financial advisor Omaha NE
Michael J. Adelman
CRD# 6157826
Principal Advised Services
Company Name Location Dates Years
Cotignola Wealth Team Omaha, NE Sep 2023 - Current < 1
Sagespring Wealth Partners Omaha, NE Nov 2022 - Current 1
Raymond James Financial Services Advisor Omaha, NE Nov 2021 - Current 2
Raymond James Financial Services, Inc. Omaha, NE Aug 2021 - Current 2
Omaha Public Schools Omaha, NE Aug 2017 - Current 6
Eric J. Shapiro Wealth Team Omaha, NE Oct 2022 - Sep 2023 < 1
Southwestern Investment Advisory Services Omaha, NE Oct 2021 - Nov 2022 1
Southwestern Investment Group Omaha, NE Oct 2021 - Nov 2022 1
Southwestern Investment Group Omaha, NE Aug 2021 - Nov 2022 1
Iowa Western Community College Council Bluffs, IA Aug 2020 - May 2022 1
Skutt Catholic High School Omaha, NE Jul 2013 - Jul 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Christopher Cotignola
Phone Number: 615-861-6100
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.