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Christopher K. Von Bargen

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CRD#: 1546468
CV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Kyle Von Bargen, who also goes by Christopher Kyle Vonbargen, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1986. Christopher had worked at 17 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Kyle Vonbargen

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 5, 2015 - December 5, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

June 2, 2014 - December 31, 2014

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

September 22, 2011 - May 20, 2014

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
ATLANTA, GA
Past

October 29, 2009 - April 23, 2014

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
ATLANTA, GA
Past

May 23, 2008 - October 2, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
CLEVELAND, OH
Past

May 23, 2008 - October 2, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

October 12, 2007 - December 10, 2007

COMPASS ADVISORS, LLC

RIA
CRD#: 107317
ALPHARETTA, GA
Past

October 10, 2007 - December 10, 2007

CAI INSTITUTIONAL SERVICES, LLC

BD
CRD#: 38741
ALPHARETTA, GA
Past

September 4, 2007 - October 3, 2007

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

March 23, 2006 - September 5, 2007

BNY INVESTMENT CENTER INC.

RIA
CRD#: 47683
ATLANTA, GA
Past

March 21, 2006 - September 5, 2007

BNY INVESTMENT CENTER INC.

BD
CRD#: 47683
NEW YORK, NY
Past

August 29, 2003 - September 8, 2005

G.RESEARCH, LLC

BD
CRD#: 7353
RYE, NY
Past

July 7, 2003 - September 8, 2003

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

May 28, 1998 - November 1, 2002

BERGER DISTRIBUTORS LLC

BD
CRD#: 41436
DENVER, CO
Past

May 16, 1996 - February 18, 1998

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
LOS ANGELES, CA
Past

September 29, 1995 - April 16, 1996

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
NEW YORK, NY
Past

July 13, 1995 - October 4, 1995

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

March 22, 1991 - October 24, 1994

CONFEDERATION FINANCIAL SERVICES (U.S.), INC.

BD
CRD#: 23735
Past

September 26, 1986 - December 19, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/11/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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.

Company Information


FORESIDE FUND SERVICES, LLC

CRD#: 46106

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