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Christopher John Sagan

Gladstone Wealth Partners

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About Christopher John Sagan

Christopher Sagan is a financial advisor with Gladstone Wealth Partners, working in the Schaumburg, IL area. Christopher has been in the financial industry since January 15, 2013. Christopher holds Series 7 and Series 66 securities licenses as well as the SIE exam. Christopher is also a Certified Financial Planner.

Firm Information

Christopher Sagan is currently registered with Gladstone Wealth Partners. Gladstone Wealth Partners is a registered investment advisor located in PALM BEACH GARDENS, FL. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have over 100 investment advisor representatives and approximately $4 billion in regulatory assets under management. Their client base primarily includes individuals, high-net-worth individuals, corporations, and charitable organizations.
Gladstone Wealth Partners

2000 PGA BLVD.

PALM BEACH GARDENS, FL 33408

$4.00B

Assets Under Management

238

Total Clients

88

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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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.

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wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

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 Sagan’s Registration & Firm History

IL

12/17/2021 - Present

Gladstone Wealth Partners (SCHAUMBURG IL)

IL

11/25/2015 - 06/22/2021

UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)

MN

09/19/2012 - 11/03/2014

WALLEYE TRADING LLC (PLYMOUTH MN)

IL

05/13/2011 - 02/03/2012

NOLITA CAPITAL, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/11/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher John Sagan.
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