CW
CW

Christopher Wacker

24 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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History

Regulatory History (2)
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Regulatory
July 2016
Final
Employment Separation After Allegations
May 2015
Other Business ActivitiesSells Insurance

Christopher is a licensed independent insurance agent and owns rental real estate since 1978, dedicating minimal time to it. He also works for UPS (about half his time) and Dayton Freight (about half his time), and assists with service requests for Guardian Life Insurance (a few hours per week).

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Scf Investment Advisors, INC.
July 2023 - October 2024 · 1 yr 3 mos
Global View Capital Management LLC
December 2017 - July 2023 · 5 yrs 7 mos
Park Avenue Securities LLC
December 2000 - May 2015 · 14 yrs 5 mos
Park Avenue Securities LLCBroker
May 1999 - May 2015 · 16 yrs
Guardian Investor Services CorporationBroker
June 1998 - May 1999 · 11 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Christopher Wacker - Financial Advisor | TrueAdvisor