Lewis K. Christman

CHRISTMAN FINANCIAL ADVISORS LLC

Macungie, PA

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CRD#: 5419680

Professional summary

Lewis K Christman III, CFP®, who also goes by Lewis K Christman, is a registered financial advisor currently at CHRISTMAN FINANCIAL ADVISORS LLC located in Macungie, Pennsylvania.

Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Lewis has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Debt Management

Budgeting

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Fixed Fee (Subscription, Retai...

Generation X

Hourly

Investment Advice with Ongoing...

Are you a "fiduciary"?

Yes

Aliases

Lewis K Christman

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.

Lewis Christman owns a rental property - 203 Main St. Royersford PA 19468 The estimated time spent on this activity is 1% of his time per month to collect rents, and perform maintenance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lewis K Christman III'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 24, 2009 - Present

CHRISTMAN FINANCIAL ADVISORS LLC

RIA

CRD#: 147356

Macungie, PA

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

Pennsylvania
(2/24/2009)

IAR

Texas
(3/7/2023)

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

IAR

Series 65

Date: 7/18/2008

Uniform Investment Adviser Law Examination

Current Firm

CHRISTMAN FINANCIAL ADVISORS LLC

CRD#: 147356 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/24/2009 Approved)

Texas

Registered Investment Advisory firm - (2/23/2023 Conditional Restricted)

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Contact information

Main Address

Macungie, PA

Mailing Address

Phone number

(610) 349-6307

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 29,120,777

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.

Contact information

(xxx) xxx-xxxx

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Lewis K. Christman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lewis K Christman III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHRISTMAN FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2008

Current Firm

CHRISTMAN FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHRISTMAN FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

Contact information

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