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Christopher Cotignola

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

15808 West Dodge Rd, Suite 103, Omaha, NE, 68118

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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 is the CEO of Cotignola Wealth Team and an advisor at SageSpring Wealth Partners, dedicating about half of his time to each. He also co-owns PC Nola Productions, a music business, and uses Vanbridge as an insurance broker for life, long-term disability, and long-term care.

Employment History
Current Registrations
Sagespring Wealth Partners
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
September 2021 - November 2024 · 3 yrs 2 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Christopher Cotignola - Financial Advisor | TrueAdvisor