Christopher C. Kichurchak

INDEPENDENCE WEALTH ADVISORS

Independence, OH 44131

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CRD#: 4707675

Professional summary

Christopher Charles Kichurchak, who also goes by Christopher C Kichurchak, is a registered financial advisor currently at INDEPENDENCE WEALTH ADVISORS, LLC located in Independence, Ohio.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 10 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher C Kichurchak

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.

UNITED BROKERAGE GROUP, LTD. NOT INVESTMENT-RELATED 445 Wakefield Run Blvd. Hinckley, OHIO 44233 FIXED INSURANCE PRODUCT MARKETING 100% OWNER 10/15/2004 25 HOURS DEVOTED 25 HOURS DEVOTED DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Kichurchak's CRS (Customer Relationship Summary).

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 5, 2019 - Present

INDEPENDENCE WEALTH ADVISORS, LLC

Office #1: 6480 Rockside Woods Blvd. S Suite 130, Independence, OH 44131

RIA

CRD#: 306236

Independence, OH

Past

April 24, 2018 - April 9, 2020

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Independence, OH

Past

May 11, 2011 - April 19, 2018

STRATEGIC WEALTH PARTNERS, LTD.

RIA

CRD#: 148586

INDEPENDENCE, OH

Past

November 18, 2010 - May 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUDSON, OH

Past

November 17, 2010 - May 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUDSON, OH

Past

October 29, 2009 - November 4, 2010

NOBLE FINANCIAL SERVICES, LLC

RIA

CRD#: 152071

HINCKLEY, OH

Past

January 14, 2009 - October 30, 2009

SPC

RIA

CRD#: 110692

SEVEN HILLS, OH

Past

October 28, 2008 - October 30, 2009

PARKLAND SECURITIES, LLC

CRD#: 115368

SEVEN HILLS, OH

Past

July 18, 2007 - September 10, 2007

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

MONACA, PA

Past

March 15, 2006 - July 10, 2007

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

NEW BRIGHTON, PA

Past

March 18, 2004 - September 10, 2004

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

November 13, 2003 - February 11, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INDEPENDENCE WEALTH ADVISORS, LLC

CRD#: 306236 / SEC#: 801-130211

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (5/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/9/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(12/5/2019)

IAR

Texas
(1/5/2023)

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

Series 63

Date: 11/11/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/2/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/2003

General Securities Representative Examination

Current Firm

INDEPENDENCE WEALTH ADVISORS, LLC

CRD#: 306236 / SEC#: 801-130211

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (5/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/9/2024 Terminated)

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Contact information

Main Address

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131

Mailing Address

Phone number

(216) 268-3888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- INDEPENDENCE WEALTH ADVISORS, LLC (10/6/2025)

Regulatory assets under management

Total Number of Accounts	967
AUM (Assets Under Management)	$ 162,765,622

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.

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Firm Stability Insights

Christopher C. Kichurchak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Kichurchak's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

STRATEGIC WEALTH PARTNERS, LTD.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NOBLE FINANCIAL SERVICES, LLC

SPC

PARKLAND SECURITIES, LLC

FORTUNE FINANCIAL SERVICES, INC.

FORTUNE FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

INDEPENDENCE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/11/2010

Series 65

Date: 12/2/2008

Series 7

Date: 11/12/2003

Current Firm

INDEPENDENCE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDEPENDENCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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