Unclaimed
Christopher Bart Lissner is a registered investment advisor representative with Acropolis Investment Management, LLC. Christopher is based in COPPER MOUNTAIN, CO and also has a branch office location in CHESTERFIELD, MO. Christopher has been working in the securities industry since 1982. Christopher is a Series 65, 63, 24 and 53 licensed investment advisor and has experience with corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
01/25/2008 - Present
Acropolis Investment Management, LLC (CHESTERFIELD MO)
MO
09/15/1999 - 08/20/2002
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
MO
06/21/1997 - 02/03/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
06/28/1995 - 06/21/1997
MARK TWAIN BROKERAGE SERVICES, INC.
NA
05/20/1986 - 03/31/1994
MARK TWAIN BROKERAGE SERVICES, INC.
NA
03/02/1982 - 09/27/1982
BEAR, STEARNS & CO.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1986
Series 24 - General Securities Principal Examination
BC
Issued 09/05/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
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