AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CM

Christopher Darin Munchhof

SOCAL PLANNERS
VALENCIA, CA
·CRD# 5775355·16 years experience

Professional Summary

Christopher Darin Munchhof, who also goes by Christopher Munchhof, is a registered financial advisor currently at SOCAL PLANNERS, INC located in Valencia, California. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Munchhof

Blog Corner

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
View profile
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

Years of Experience

16 years in the financial services industry

Current & Past Employments

SOCAL PLANNERS, INC·CRD# 173062
RIA
28245 Ave Crocker Suite 100, Valencia, CA 91355
August 19, 2015 - Present
PFS INVESTMENTS INC.·CRD# 10111
BD
Sylmar, CA
June 21, 2010 - December 31, 2011

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

Current Firm

SP
SOCAL PLANNERS, INC

FREE FINANCIAL | SOCAL PLANNERS, INC | MUNCHHOF, CHRISTOPHER DARIN

CRD#: 173062
California
Registered Investment Advisory firm - California (8/19/2015 Approved)

Contact Information

Main Address

28245 Ave Crocker Suite 100, Valencia, CA 91355

Phone Number

(661) 200-5657

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

18

AUM (Assets Under Management)

$2,781,857

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ENGAGED IN TAX PREPARATION AS WELL AS OFFERING THE SALES OF FIXED LIFE INSURANCE AND FIXED ANNUITIES AS PRESIDENT OF SOCAL PLANNERS, INC SINCE 7/23/2025. THESE BUSINESS ACTIVITIES TAKE PLACE AT 28245 AVENUE CROCKER STE 100, VALENCIA, CA 91355. DUTIES IN THESE SERVICES INCLUDE MEETING WITH CLIENTS, SCHEDULING APPOINTMENTS, BUSINESS ADMINISTRATION, AND MARKETING. THESE ACTIVITIES ARE PERFORMED AT VARIOUS HOURS AND IN VARIOUS QUANTITIES DEPENDING ON CUSTOMER DEMAND. APPROXIMATELY 15HR-45HR PER WEEK WITH UP TO 10 HRS PER WEEK DURING TRADING HOURS.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

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.
IAR
California
(8/19/2015)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2010About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2010About the Series 6 exam

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Darin Munchhof's CRS (Customer Relationship Summary).

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
AT
Ana Teper

CHARLES SCHWAB & CO., INC.

Encino, CA · CRD#
TM
Tania Mansouri

J.P. MORGAN SECURITIES LLC

ENCINO, CA · CRD#
CM
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required