Christopher K. Harrell

CKHFINANCIAL LLC

University City, MO 63130

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CRD#: 4141212

Professional summary

Christopher Kit Harrell is a registered financial advisor currently at CKHFINANCIAL LLC located in University City, Missouri.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

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.

INDEPENDENT INSURANCE AGENT: Start date 10/2017. NATURE: Life & Health Insurance. INVESTMENT RELATED: No. Time spent may vary throughout the year but generally involves 10% of Mr. Harrell's time. Address: CKHFinancial's office location. RICH TAX SERVICES. POSITION: Contractor NATURE: Tax Preparation INVESTMENT RELATED: No. Time Spent: May vary throughout the year, but approximately 10% of time during non-business and business hours: START DATE: 01/01/2017. ADDRESS: 7700 Olivo Blvd, St Louis MO 63130, United States. DESCRIPTION: Basic tax preparation HARRIS-STOWE STATE UNIVERSITY POSITION: Adjunct Professor NATURE: Teaching/Mentoring/Coaching INVESTMENT RELATED: No. Time spent may vary but generally 1% of time during non-business hours. START DATE: 01/01/2018 ADDRESS: 3026 Laclede Ave, St Louis MO 63103, United States. DESCRIPTION: Instruct finance courses as adjunct professor. ST. LOUIS PUBLIC SCHOOLS - Not investment related. Listed on the "on call" list as a substitute teacher. Hours may vary throughout the year as engagements accepted. School hours would overlap with market hours.. Catholic Charities - MaryGrove, Florissant, MO, A transitional home for children. The time spent on this activity is normally outside of the Adviser's business hours, will vary throughout the year but involve less than 2% of Mr. Harrell's time and none during business hours. Not investment related. On-call Residential Tech.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kit Harrell'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®

None

Experience

Current

October 24, 2022 - Present

CKHFINANCIAL LLC

Office #1: 8147 Delmar Boulevard Suite 210, University City, MO 63130

RIA

CRD#: 320767

University City, MO

Past

September 16, 2019 - September 28, 2021

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

University City, MO

Past

October 10, 2018 - September 28, 2021

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

University City, MO

Past

November 29, 2017 - March 8, 2018

LPL FINANCIAL LLC

CRD#: 6413

BRIDGETON, MO

Past

May 18, 2016 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

BRIDGETON, MO

Past

August 8, 2012 - May 2, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 28, 2005 - July 24, 2012

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Past

June 25, 2003 - January 19, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 25, 2003 - January 19, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 29, 2001 - August 23, 2002

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, NJ

Past

May 31, 2000 - December 1, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 31, 2000 - December 1, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Missouri
(10/24/2022)

IAR

Texas
(10/30/2024)

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 66

Date: 9/10/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/30/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 2/2/2008

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/3/2006

General Securities Principal Examination

Current Firm

CKHFINANCIAL LLC

CRD#: 320767 / SEC#:

Missouri

Registered Investment Advisory firm - (10/24/2022 Approved)

Texas

Registered Investment Advisory firm - (10/30/2024 Conditional Restricted)

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Contact information

Main Address

8147 Delmar Boulevard Suite 210, University City, MO 63130

Mailing Address

Phone number

(314) 477-1482

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 2,684,184

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Christopher K. Harrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kit Harrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

SCOTTRADE, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

E*TRADE SECURITIES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2019

Series 63

Date: 5/9/2000

SIE

Date: 3/8/2018

Series 7

Date: 5/30/2000

Series 4

Date: 2/2/2008

Series 24

Date: 11/3/2006

Current Firm

CKHFINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CKHFINANCIAL LLC

TRUST BUT VERIFY

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