CK
CK

Christopher Curtis Kempton

34 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only
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Location

Shorewood, IL

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Christopher has several business activities, including DBAs, a family partnership, and outside employment, all investment-related. He also dedicates nearly full-time hours to providing investment advisory services through Strategic Retirement Partners.

Employment History
Current Registrations
Wellth Advisory Services, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Global Retirement Partners LLC
April 2019 - July 2024 · 5 yrs 3 mos
LPL Financial LLCBroker
April 2019 - December 2019 · 8 mos
Kestra Advisory Services, LLC
April 2016 - April 2019 · 3 yrs
Kestra Investment Services, LLCBroker
July 2014 - April 2019 · 4 yrs 9 mos
NFP Advisor Services, LLC
July 2014 - September 2016 · 2 yrs 2 mos
Financial Telesis, INC.
June 2014 - July 2014 · 1 mo
Financial Telesis, INC.
February 2010 - October 2012 · 2 yrs 8 mos
Financial Telesis INCBroker
October 2009 - July 2014 · 4 yrs 9 mos
Princor Financial Services CorporationBroker
September 2001 - October 2009 · 8 yrs 1 mo
Princor Financial Services CorporationBroker
May 1991 - September 2001 · 10 yrs 4 mos
State Registrations2 states
NYPA
Advisor
Exams
No exam information available for this advisor.