Christine M. Messmer

CHRISTINE MESSMER, P.C.

COLLEGEVILLE, PA

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CRD#: 1440290

Professional summary

Christine Mary Messmer CFP, CFP®, who also goes by Christine Mary Sandino Messmer, Christine Messmer Cfp, Christine Messmer, Christine Mary Messmer - Torzone, Christine Mary Sandino, Christine May Sandino, is a registered financial advisor currently at CHRISTINE MESSMER, P.C. located in Collegeville, Pennsylvania.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Christine has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Tax Planning

Retirement Planning

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Estate & Generational Planning...

Generation X

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Mary Messmer CFP's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

February 19, 2003 - Present

CHRISTINE MESSMER, P.C.

RIA

CRD#: 121202

COLLEGEVILLE, PA

Past

March 19, 1998 - December 31, 1998

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

January 1, 1996 - March 19, 1998

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

November 29, 1994 - January 1, 1996

WEALTH BUILDERS EQUITY CORPORATION

CRD#: 22152

Past

October 28, 1988 - November 28, 1994

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

January 5, 1988 - November 16, 1988

FOCUS SECURITIES, INC.

CRD#: 15023

Past

July 17, 1987 - January 11, 1988

MONARCH INVESTMENTS INC.

CRD#: 18208

Past

January 16, 1987 - July 6, 1987

EXETER SECURITIES CORPORATION

CRD#: 16543

Past

July 3, 1986 - February 3, 1987

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHRISTINE MESSMER, P.C.

CHRISTINE M. MESSMER, CFP | MESSMER, CHRISTINE MARY | MESSMER FINANCIAL | CHRISTINE MESSMER, P.C. | CHRISTINE MESSMER, CFP, P.C.

CRD#: 121202 / SEC#: 801-118953

RIA

Registered Investment Advisory firm - (6/30/2020 Approved)

New Jersey

Registered Investment Advisory firm - (11/18/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/6/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/19/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHRISTINE MESSMER, P.C.

CHRISTINE M. MESSMER, CFP | MESSMER, CHRISTINE MARY | MESSMER FINANCIAL | CHRISTINE MESSMER, P.C. | CHRISTINE MESSMER, CFP, P.C.

CRD#: 121202 / SEC#: 801-118953

RIA

Registered Investment Advisory firm - (6/30/2020 Approved)

New Jersey

Registered Investment Advisory firm - (11/18/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/6/2020 Terminated)

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Contact information

Main Address

101 Oak Street, Collegeville, PA 19426

Mailing Address

Phone number

(610) 489-7925

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHRISTINE MESSMER PC PART 2A (1/10/2025)

Regulatory assets under management

Total Number of Accounts	545
AUM (Assets Under Management)	$ 198,000,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/14/2025	Cover Page	Report
04/30/2024	Cover Page	Report
04/11/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Christine M. Messmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Mary Messmer CFP's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES SERVICE NETWORK, LLC

IFG NETWORK SECURITIES, INC.

WEALTH BUILDERS EQUITY CORPORATION

CADARET, GRANT & CO., INC.

FOCUS SECURITIES, INC.

MONARCH INVESTMENTS INC.

EXETER SECURITIES CORPORATION

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

CHRISTINE MESSMER, P.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1996

Series 63

Date: 11/5/1986

Series 7

Date: 12/23/1996

Series 6

Date: 7/2/1986

Current Firm

CHRISTINE MESSMER, P.C.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHRISTINE MESSMER, P.C.

TRUST BUT VERIFY

Contact information

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