CS
CS

Christopher Michael Shuba

14 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B

Fee Structure

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Location

9732 Clos Du Lac Circle, Loomis, CA, 95650

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History

Regulatory History (1)
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Regulatory
April 2020
Final
Other Business Activities

Christopher is the CEO of Helios Quantitative Research, an algorithm-based consulting firm, dedicating all of his time during trading hours. He also has equity ownership in Dollar Dollar Dollar, Pulse360, and Voodoo E-Commerce, but spends no time on these ventures.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
May 2014 - April 2016 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
April 2014 - April 2016 · 2 yrs
Columbia Management Investment Distributors, INC.Broker
November 2011 - March 2014 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
October 2010 - November 2011 · 1 yr 1 mo
Olde Discount CorporationBroker
October 1999 - February 2000 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.