Christopher C. Long
LONG FINANCIAL PLANNING
Chicago, IL 60602
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CRD#: 4596971
Professional summary
Christopher C Long, CFP®, who also goes by Chris Long, is a registered financial advisor currently at LONG FINANCIAL PLANNING located in Chicago, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 1 firm and has passed the Series 65 exam.
Biography
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About Chris Long, CFP® NAPFA Registered Financial AdvisorTM
Formal Education
BA Yale University
MBA Stanford University
Designations
Certified Financial Planner ® (CFP®)
NAPFA Registered Financial AdvisorTM
Long & Associates is a Registered Investment Advisor
Affiliations
National Association of Personal Financial Advisors (NAPFA)
Served as National Board Member
Served as Midwest Region Chair, President
Chair of first NAPFA Investments Conference
Chicago Study Group LeaderVistage International — Voted Member of the Year, 2008 by his Vistage Group
The Crossroads Fund — Board Member, Finance Committee Member
Sarah's Circle — Served as Board Member, Finance Committee Member
Profit Sharing/401k Council of America Member
Press (partial list)
Wall Street Journal
Chicago Tribune
Money Magazine
BBC.com
ABC7-TV
CBS2-TV
Black Enterprise Magazine
Ladies Home Journal
WGN-AM Radio — Chicago
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
Chris Long
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher C Long'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®
Start date: 2005
Experience
Current
July 12, 2002 - Present
LONG FINANCIAL PLANNING
Office #1: 33 N. Dearborn St. Suite 1000, Chicago, IL 60602RIA
CRD#: 123517
Chicago, IL
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
Illinois(7/12/2002)
Current Firm
LF
LONG FINANCIAL PLANNING
LONG & ASSOCIATES LLC | LONG FINANCIAL PLANNING
CRD#: 123517 / SEC#:
Illinois
Registered Investment Advisory firm - (7/12/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 373-9265
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 42,600,000 |
Red Flags
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