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Christopher Paul Vanslyke

Worthpointe

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About Christopher Paul Vanslyke

Christopher Vanslyke is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Worthpointe, LLC and Constitution Wealth LLC. Christopher holds the Series 7 and Series 63 securities licenses, and the Series 65 investment advisor license. Christopher also holds the Certified Financial Planner designation. Christopher works with both individuals and businesses. Christopher specializes in retirement planning, college savings, and estate planning. Christopher's practice is focused on providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Christopher Vanslyke is currently registered with Worthpointe. Worthpointe is an investment advisor with 10 investment advisor representatives and 5 adviser reps for other investment advisers. The firm manages $757,672,737 in regulatory assets under management for 1,367 accounts. Worthpointe provides financial planning, pension consulting, and selection of other advisers. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and other investment advisers.

$757.67M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser services

Sub-adviser 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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other

Sub-adviser fees

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Christopher Vanslyke’s Registration & Firm History

CA

04/22/2019 - Present

Worthpointe (RAMONA CA)

NE

11/14/2001 - 09/29/2003

QA3 FINANCIAL CORP. (OMAHA NE)

OH

12/20/2000 - 11/13/2001

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

SC

03/16/1999 - 12/23/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IL

12/07/1998 - 03/24/1999

GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)

SC

08/12/1997 - 11/25/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

07/02/1997 - 09/02/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

FL

04/10/1997 - 06/18/1997

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 10/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Paul Vanslyke.
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