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CM

Christopher M. Muecke

SALIDA FINANCIAL ADVICE AND PLANNING
SALIDA, CO 81201
Some features on this profile are disabled
CRD#: 4433146
CM

Professional summary

Christopher Michael Muecke is a registered financial advisor currently at SALIDA FINANCIAL ADVICE AND PLANNING located in Salida, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christopher has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Muecke'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

December 17, 2021 - Present

SALIDA FINANCIAL ADVICE AND PLANNING

Office #1: 123 G Street, Salida, CO 81201
RIA
CRD#: 317464
SALIDA, CO
Past

August 14, 2013 - January 4, 2022

CAMBRIDGE FINANCIAL ADVISORS, LLC

RIA
CRD#: 118314
SALIDA, CO
Past

October 15, 2001 - May 26, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
WILLISTON, VT
Past

August 13, 2001 - May 26, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 13, 2001 - May 26, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
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
Colorado
(12/17/2021)
IAR
Texas
(1/6/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/14/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/2001
General Securities Representative Examination

Current Firm

SF
SALIDA FINANCIAL ADVICE AND PLANNING
SALIDA FINANCIAL ADVICE AND PLANNING | SALIDA FINANCIAL ADVICE AND PLANNING LLC

CRD#: 317464 / SEC#:

Colorado
Registered Investment Advisory firm - (12/17/2021 Approved)
Texas
Registered Investment Advisory firm - (11/18/2021 Conditional Restricted)
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Contact information

Main Address
123 G Street, Salida, CO 81201
Mailing Address
Po Box 694, Salida, CO 81201
Phone number
(917) 363-1287
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 14,000,000

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

SALIDA FINANCIAL ADVICE AND PLANNING

CRD#: 317464Salida, CO 81201

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