CB
CFP
CB
CFP

Christopher Stanley Bartkowski

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
983 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location

4111 Worth Ave., #510, Columbus, OH, 43219-3599

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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
Summit Financial Strategies INC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Corient
November 2022 - September 2023 · 10 mos
Budros, Ruhlin & Roe
November 2020 - March 2023 · 2 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Christopher Stanley Bartkowski - Financial Advisor | TrueAdvisor