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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Schlatter is a financial advisor with Cresset Asset Management, LLC, based in Las Vegas, Nevada. Christopher has been in the industry since 2011. Christopher holds the Series 66, Series 7 and SIE exams. Christopher has experience working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Cresset Asset Management, LLC is a registered investment advisor with $10 billion to $50 billion in assets under management. The firm specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NV
05/18/2023 - Present
Cresset Asset Management, LLC (Las Vegas NV)
CA
07/28/2011 - 05/08/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (EL SEGUNDO CA)
BOTH
Issued 11/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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