Christopher K. Winn

INTERACTIVE WEALTH ADVISORS

Portland, OR 97204

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CRD#: 2928895

Professional summary

Christopher Kyle Winn, CFP® is a registered financial advisor currently at INTERACTIVE WEALTH ADVISORS located in Portland, Oregon.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Investment Planning

Business Succession Planning

Estate Planning

Retirement Planning

Tax Planning

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Charitable Giving

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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 Christopher Kyle Winn's 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: 2003

Experience

Current

June 7, 2013 - Present

INTERACTIVE WEALTH ADVISORS

Office #1: 121 Sw Morrison St., Suite 905, Portland, OR 97204

RIA

CRD#: 167033

Portland, OR

Past

December 5, 2011 - June 19, 2013

CONFLUENCE WEALTH MANAGEMENT LLC

RIA

CRD#: 107810

PORTLAND, OR

Past

June 21, 2011 - November 30, 2011

CMC ADVISERS, LLC

RIA

CRD#: 109397

PORTLAND, OR

Past

April 11, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 11, 2005 - March 3, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BEAVERTON, OR

Past

February 9, 2000 - April 12, 2005

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SAN DIEGO, CA

Past

September 10, 1997 - August 24, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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

Oregon
(6/7/2013)

IAR

Texas
(11/4/2024)

IAR

Washington
(7/29/2021)

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: 9/26/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/9/1997

General Securities Representative Examination

Current Firm

INTERACTIVE WEALTH ADVISORS

INTERACTIVE WEALTH ADVISORS | INTERACTIVE WEALTH ADVISORS, INCORPORATED

CRD#: 167033 / SEC#:

Oregon

Registered Investment Advisory firm - (6/4/2013 Approved)

Texas

Registered Investment Advisory firm - (10/25/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (7/29/2021 Approved)

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Contact information

Main Address

121 Sw Morrison St., Suite 905, Portland, OR 97204

Mailing Address

Phone number

(503) 575-1953

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	222
AUM (Assets Under Management)	$ 86,766,917

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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Christopher K. Winn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kyle Winn's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERACTIVE WEALTH ADVISORS

CONFLUENCE WEALTH MANAGEMENT LLC

CMC ADVISERS, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

CUSO FINANCIAL SERVICES, L.P.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/1997

Series 63

Date: 9/12/1997

Series 7

Date: 9/9/1997

Current Firm

INTERACTIVE WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTERACTIVE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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