CR
CR

Christopher John Ricketts

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
Loading...

Location

2696 S COLORADO BLVD Ste #583, Denver, CO, 80222

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher owns Ricketts Financial DBA Trailhead Financial Group and is an IAR for The Ameriflex Group RIA, dedicating full-time hours to each. He also works as an insurance agent providing insurance products for about 10-20% of his time, and is a passive investor in The Ameriflex Group.

Employment History
Current Registrations
Nwf Advisory Services INC
May 2025 - Present · 9 mos
Osaic Wealth, INC.Broker
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
The Ameriflex Group
November 2020 - July 2025 · 4 yrs 8 mos
Sagepoint Financial, INC.Broker
November 2020 - September 2023 · 2 yrs 10 mos
MML Investors Services, LLC
March 2017 - November 2020 · 3 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - November 2020 · 3 yrs 8 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
March 2016 - March 2017 · 1 yr
VALIC Financial Advisors, INC.
February 2014 - April 2016 · 2 yrs 2 mos
VALIC Financial Advisors, INC.Broker
November 2013 - April 2016 · 2 yrs 5 mos
State Registrations10 states
ALCOILKSMONEPAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.