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Christopher Michael Warner

Warner Financial, Inc.

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About Christopher Michael Warner

Christopher Michael Warner is a financial advisor with over 15 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL ANALYST® and has been with Warner Financial, Inc. since 2008. Prior to that, Christopher worked with Cambridge Investment Research, Inc. and Mutual Service Corporation. Christopher has a strong background in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Christopher holds a Series 7 and SIE license.

Firm Information

Christopher Warner is currently registered with Warner Financial, Inc.. Warner Financial, Inc. is an investment advisor based in Bethesda, Maryland. The firm primarily provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $627,513,588 in regulatory assets under management.
Warner Financial, Inc.

4550 MONTGOMERY AVE

BETHESDA, MD 20814

$627.51M

Assets Under Management

Not reported

Total Clients

4

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 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 Warner’s Registration & Firm History

MD

10/28/2024 - Present

Warner Financial, Inc. (BETHESDA MD)

MD

08/21/2009 - 10/11/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (BETHESDA MD)

MD

05/28/2008 - 08/24/2009

MUTUAL SERVICE CORPORATION (BETHESDA MD)

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Licenses & Designations

BC

Issued 10/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Warner.
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