Christopher L. Wentzien
NATURAL BRIDGES FINANCIAL ADVISORS
Santa Cruz, CA 95060
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CRD#: 4836951
Professional summary
Christopher Lewis Wentzien, CFP® is a registered financial advisor currently at NATURAL BRIDGES FINANCIAL ADVISORS located in Santa Cruz, California.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 3 firms and has passed the Series 65 exam.
Biography
If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times of your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you something. Is it any surprise that you wonder whether you're on the right path and making the best possible progress? Natural Bridges Financial Advisors can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.
(Spanish translator available at no cost)
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Small Business Planning
Social Security Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lewis Wentzien'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: 2007
Experience
Current
February 7, 2017 - Present
NATURAL BRIDGES FINANCIAL ADVISORS
Office #1: 627 Center Street, Santa Cruz, CA 95060RIA
CRD#: 148056
Santa Cruz, CA
Past
April 18, 2006 - December 5, 2008
FOUNDERS FINANCIAL NETWORK, LLC
RIA
CRD#: 136401
CUPERTINO, CA
Past
April 20, 2005 - April 19, 2006
FOUNDERS FINANCIAL NETWORK
RIA
CRD#: 133969
CUPERTINO, CA
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".
NATURAL BRIDGES FINANCIAL ADVISORS
CHRISTOPHER LEWIS WENTZIEN | NATURAL BRIDGES FINANCIAL ADVISORS LLC | NATURAL BRIDGES FINANCIAL ADVISORS
CRD#: 148056 / SEC#: 801-132940
RIA
Registered Investment Advisory firm - (6/6/2025 Approved)California
Registered Investment Advisory firm - (7/18/2025 Terminated)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
California(2/7/2017)
Current Firm
NATURAL BRIDGES FINANCIAL ADVISORS
CHRISTOPHER LEWIS WENTZIEN | NATURAL BRIDGES FINANCIAL ADVISORS LLC | NATURAL BRIDGES FINANCIAL ADVISORS
CRD#: 148056 / SEC#: 801-132940
RIA
Registered Investment Advisory firm - (6/6/2025 Approved)California
Registered Investment Advisory firm - (7/18/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
627 Center Street, Santa Cruz, CA 95060
Mailing Address
Phone number
(831) 421-0700
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 249 |
| AUM (Assets Under Management) | $ 106,322,572 |
Red Flags
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Company Information
NATURAL BRIDGES FINANCIAL ADVISORS
CRD#: 148056Santa Cruz, CA 95060TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
