Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik James Christman is a financial advisor who has been in the industry since 1998. Erik is registered with the state of Ohio and has earned the Series 7, Series 24, and Series 66 licenses, as well as the SIE exam. He is also a Certified Financial Planner. Erik has a long history of working with financial institutions, including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Fort Washington Brokerage Services, Inc., and Touchstone Securities, Inc. He is currently an investment advisor representative with The Colony Group, LLC, based in Cincinnati.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
OH
07/01/2024 - Present
THE Colony Group, LLC (CINCINNATI OH)
OH
12/09/2003 - 05/03/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
12/09/2003 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
06/18/2002 - 11/19/2003
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
06/18/1998 - 01/14/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 11/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Erik Christman is the right advisor for you? Invested Better is here to help.
