Christine Mary Messmer
CM
CFP
Christine Mary Messmer
CM
CFP

Christine Messmer

23 Years of Experience
Collegeville, PA

Christine Messmer is a CFP-designated registered investment advisor at Christine Messmer, P.C., based in Collegeville, PA, with 23 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 206 clients with $240M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
206 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$240.6M

Fee Structure

Christine Messmer, PC offers investment advisory services as part of its financial planning. Most investment assets are managed on a non-discretionary basis, meaning you must approve recommendations before they are implemented.

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Christine Mary Messmer
CM
Christine Messmer

Location

Collegeville, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Christine Messmer, P.C.
February 2003 - Present · 23 yrs 2 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christine Mary Messmer
CM
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Christine Messmer
Christine Messmer - Financial Advisor | TrueAdvisor