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Christopher Michael Knappstein

1834 Investment Advisors Co.

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About Christopher Michael Knappstein

Christopher Knappstein is a financial advisor with 1834 Investment Advisors Co. in Chicago, Illinois. Christopher has been in the financial services industry since 2011. Christopher holds the Series 63, 66, 7 and SIE licenses. Christopher has a long history of providing financial services to individuals, families, and businesses. Christopher specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Christopher's firm, 1834 Investment Advisors Co., is a registered investment advisor with over $1 billion in assets under management.

Firm Information

Christopher Knappstein is currently registered with 1834 Investment Advisors Co.. 1834 Investment Advisors Co. is an investment advisor headquartered in Milwaukee, Wisconsin. With over $1 billion in assets under management, the firm provides financial planning, portfolio management for businesses and individuals, and other services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.
1834 Investment Advisors Co.

511 N BROADWAY

MILWAUKEE, WI 53202

$1.12B

Assets Under Management

Not reported

Total Clients

7

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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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 Knappstein’s Registration & Firm History

IL

03/06/2023 - Present

1834 Investment Advisors Co. (Chicago IL)

IL

11/21/2011 - 11/07/2012

J.P. MORGAN SECURITIES LLC (MOUNT PROSPECT IL)

CA

07/22/2002 - 01/24/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/16/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Michael Knappstein.
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