Christopher McCaman (CRD# 1619888) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry. Christopher McCaman 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.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Partners, LLC | Manitowoc, WI | Nov 2022 - Current | 1 |
| Lpl Financial, LLC | Port Washington, WI | Aug 2018 - Current | 5 |
| Raymond James Financial Services | Port Washington, WI | Mar 2016 - Aug 2018 | 2 |
| Raymond James Financial Services Advisors Inc. | Sturgeon Bay, WI | Mar 2016 - Aug 2018 | 2 |
| Blahnik Investment Group | Port Washington, WI | Feb 2016 - Aug 2018 | 2 |
| Del Mar Wealth Management | Port Washington, WI | Oct 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
| S63 | Uniform Securities State Law Examination | Mar 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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