Christopher Schlatter (CRD# 5902531) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 6 years of experience in the finance industry.
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Capital | San Francisco, CA | Apr 2015 - Current | 3 |
| Lincoln Financial Advisors | El Segundo, CA | May 2011 - Apr 2015 | 3 |
| Unemployed | Lafayette, CA | May 2010 - May 2011 | 1 |
| Shiga Lakestars | Otsu, | May 2009 - May 2010 | 1 |
| Enbw Ludwigsburg | Ludwigsburg, | Oct 2008 - May 2009 | < 1 |
| Mega Vizura | Belgrade, | Aug 2008 - Oct 2008 | < 1 |
| Unemployed | Lafayette, CA | May 2007 - Aug 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
-
Total Assets Under Management830MILLIONS
-
Total Number of Accounts295ACCOUNTS
-
Average Account Value$2,814,656
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, MD, MI, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.