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Christopher Richard Wurtzinger

American Trust Investment Services, Inc.

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About Christopher Richard Wurtzinger

Christopher Richard Wurtzinger is a financial advisor with over 25 years of experience in the industry. Christopher is currently registered with American Trust Investment Services, Inc. in Illinois. Christopher has worked with a variety of firms throughout their career, including SORSBY FINANCIAL CORP., FOREST SECURITIES,INC., FIRST ILLINOIS SECURITIES INC., and BIRKELBACH INVESTMENT SECURITIES, INC.. Christopher is licensed to provide investment advice and products in the state of Illinois.

Firm Information

Christopher Wurtzinger is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

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.

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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Christopher Wurtzinger’s Registration & Firm History

IL

01/08/2020 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

IL

11/03/2014 - 09/01/2020

SORSBY FINANCIAL CORP. (CHICAGO IL)

IL

04/09/2012 - 12/31/2019

FOREST SECURITIES,INC. (Hillside IL)

IL

05/26/2015 - 02/28/2017

FIRST ILLINOIS SECURITIES INC. (BOURBONNAIS IL)

IL

01/11/2011 - 04/27/2012

BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)

IL

02/24/2010 - 07/19/2010

CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)

IL

03/16/2009 - 03/19/2010

NDX TRADING, INC. (CHICAGO IL)

IL

09/22/2008 - 03/12/2009

TRADERIGHT SECURITIES, INC. (LOCKPORT IL)

IN

11/16/2007 - 07/01/2008

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IL

11/11/2003 - 11/02/2007

TRADERIGHT SECURITIES, INC. (LOCKPORT IL)

MO

04/22/2003 - 11/13/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

FL

01/16/2003 - 03/25/2003

J. FOX INVESTMENTS, LLC (PALM CITY FL)

IL

05/21/2002 - 07/26/2002

AJAX INVESTMENTS, LLC (HIGHLAND PARK IL)

IL

10/10/2000 - 08/10/2001

PEREGRINE FINANCIALS & SECURITIES, INC. (CHICAGO IL)

IL

11/13/1998 - 09/29/2000

BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)

IL

03/19/1996 - 11/12/1998

ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)

IL

11/03/1992 - 02/12/1996

RODMAN & RENSHAW INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 03/15/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/07/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Christopher Richard Wurtzinger. Review regulatory record here.
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