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Christopher Patrick Weiss is an Investment Advisor Representative at Wallington Asset Management, a firm based in Indianapolis, Indiana. Christopher has been in the industry since December 2012 and holds a Series 65 license. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and publication of periodicals. Christopher is a Certified Financial Planner.
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.
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.
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IN
08/25/2020 - Present
Wallington Asset Management (INDIANAPOLIS IN)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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