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Christopher Todd Sipe

Christopher T. Sipe

CEDAR COVE WEALTH PARTNERS
BLOOMINGTON, MN 55431
Some features on this profile are disabled
CRD#: 5744426
Christopher Todd Sipe

Professional summary

Christopher Todd Sipe, CFP®, who also goes by Christopher Sipe, is a registered financial advisor currently at CEDAR COVE WEALTH PARTNERS located in Bloomington, Minnesota.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Sipe

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 Todd Sipe'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

August 11, 2025 - Present

CEDAR COVE WEALTH PARTNERS

Office #1: 7900 Xerxes Ave S Suite 1750, Bloomington, MN 55431
RIA
CRD#: 336245
BLOOMINGTON, MN
Past

September 4, 2024 - September 10, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Bloomington, MN
Past

August 27, 2020 - September 3, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Bloomington, MN
Past

July 29, 2020 - September 10, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Bloomington, MN
Past

December 19, 2013 - August 26, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
BLOOMINGTON, MN
Past

January 27, 2010 - August 26, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
BLOOMINGTON, MN

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".
CC
CEDAR COVE WEALTH PARTNERS
CEDAR COVE WEALTH PARTNERS | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | SBE LLC

CRD#: 336245 / SEC#: 801-133908

RIA
Registered Investment Advisory firm - (7/21/2025 Approved)

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
(8/12/2025)
IAR
Florida
(12/5/2025)
IAR
Minnesota
(8/11/2025)
IAR
South Dakota
(8/12/2025)
IAR
Wisconsin
(11/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/2010
General Securities Representative Examination

Current Firm

CC
CEDAR COVE WEALTH PARTNERS
CEDAR COVE WEALTH PARTNERS | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | SBE LLC

CRD#: 336245 / SEC#: 801-133908

RIA
Registered Investment Advisory firm - (7/21/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7900 Xerxes Ave S Suite 1750, Bloomington, MN 55431
Mailing Address
Phone number
(952) 358-3456
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - CEDAR COVE WEALTH PARTNERS (11/18/2025)
WRAP FEE PROGRAM BROCHURE - CEDAR COVE WEALTH PARTNERS (11/18/2025)

Regulatory assets under management

Total Number of Accounts1,861
AUM (Assets Under Management)$ 431,681,095

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

CEDAR COVE WEALTH PARTNERS

CRD#: 336245Bloomington, MN 55431

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