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Christopher C. Elbrecht

Swbc Investment Co.

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About Christopher C. Elbrecht

Christopher C. Elbrecht is a registered representative and investment advisor representative at Swbc Investment Co.. Christopher has been in the industry since October 2008, holding previous positions at Advisors Asset Management, Inc. in Boerne, Texas. Christopher is licensed to provide investment advisory services in 11 states, including Texas, Alabama, California, Georgia, Illinois, Michigan, New Mexico, New York, Ohio, and Washington. Christopher holds a Series 66, Series 79, and Series 99TO licenses and is also a Principal with Series 24 and Series 53 licenses.

Firm Information

Christopher Elbrecht is currently registered with Swbc Investment Co.. Swbc Investment Co. is an investment advisor based in SAN ANTONIO, TX. The firm manages approximately $345,837,406 in regulatory assets under management for 250 clients. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Their client base includes individuals, corporations, ERISA advisory plans, and pooled investment vehicles.
Swbc Investment Co.

9311 SAN PEDRO AVENUE

SAN ANTONIO, TX 78216-4459

$345.84M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Elbrecht’s Registration & Firm History

TX

10/22/2013 - Present

Swbc Investment Co. (SAN ANTONIO TX)

TX

10/24/2008 - 10/22/2013

ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)

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Licenses & Designations

BOTH

Issued 11/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2024

Series 24 - General Securities Principal Examination

BC

Issued 07/23/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher C. Elbrecht.
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