CS
CFP
CS
CFP

Christopher John Sagan

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
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Location

1901 N Roselle Rd. Suite 700, Schaumburg, IL, 60195

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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

Christopher operates under several DBAs for his LPL business and provides investment advisory services through Gladstone Institutional Advisory LLC, dedicating nearly full-time hours to this. He also spends minimal time on non-variable insurance through Book of Brokers and Ash Brokerage.

Employment History
Current Registrations
Gladstone Wealth Partners
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLC
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
December 2015 - June 2021 · 5 yrs 6 mos
UBS Financial Services INC.Broker
November 2015 - June 2021 · 5 yrs 7 mos
Walleye Trading LLCBroker
September 2012 - November 2014 · 2 yrs 2 mos
Nolita Capital, LLCBroker
May 2011 - February 2012 · 9 mos
State Registrations9 states
AZCOFLGAILNHOHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.