TrueAdvisor
TrueAdvisor
CB
CB

Christian Michael Bretz

Newfront Retirement Services, INC.
27 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Newfront Retirement Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
63 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$649.3M

Fee Structure

Financial Planning:Investment management only

Location

777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404

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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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Other Business ActivitiesSells Insurance

Christian works as an insurance agent for ABD Insurance and Financial Services, Inc. since 2012, focusing on sales, service, and consulting. He dedicates minimal time to this activity during trading hours.

Employment History
Current Registrations
Newfront Retirement Services, INC.
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Abd Retirement Services, INC.Broker
April 2014 - August 2021 · 7 yrs 4 mos
Financial Telesis, INC.
July 2012 - December 2014 · 2 yrs 5 mos
Financial Telesis INCBroker
July 2012 - December 2014 · 2 yrs 5 mos
Wells Fargo Insurance Services Investment Advisors, INC.
January 2010 - July 2012 · 2 yrs 6 mos
Wells Fargo Insurance Services Investment Advisors, INC.Broker
January 2010 - July 2012 · 2 yrs 6 mos
Wells Fargo Insurance Services Investment Advisors INC.
June 2005 - December 2009 · 4 yrs 6 mos
Wells Fargo Insurance Services Investment Advisors, INC.Broker
June 2005 - December 2009 · 4 yrs 6 mos
Mmc Securities CORP.
June 2002 - May 2005 · 2 yrs 11 mos
Mmc Securities CORP.Broker
June 2001 - May 2005 · 3 yrs 11 mos
Franklin/templeton Distributors, INC.Broker
June 1997 - October 2000 · 3 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.