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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 Butz is a financial advisor who has been in the industry since 1995. He is currently registered with Captrust in Allentown, PA. Christopher has a wide range of experience, having worked with several firms throughout his career. He is also a Certified Financial Planner and Chartered Financial Consultant. Christopher specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. He also works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
1
2
PA
09/16/2015 - Present
Captrust (ALLENTOWN PA)
PA
08/27/1999 - 05/02/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
09/30/1998 - 09/21/1999
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
MN
12/02/1993 - 07/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/02/1993 - 07/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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