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CA

Christopher P. Anest

OFS
Chicago, IL 60611
Some features on this profile are disabled
CRD#: 5963617
CA

Professional summary

Christopher Peter Anest is a registered financial advisor currently at OFS located in Chicago, Illinois.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Peter Anest'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

May 8, 2018 - Present

OFS

Office #1: 875 N. Michigan Ave. Suite 2700, Chicago, IL 60611
RIA
CRD#: 107335
Chicago, IL

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".
OF
OFS
OCTAGON FINANCIAL SERVICES INC | OFS

CRD#: 107335 / SEC#: 801-20076

RIA
Registered Investment Advisory firm - (11/18/1983 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
Illinois
(5/8/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/15/2017
Uniform Investment Adviser Law Examination

Current Firm

OF
OFS
OCTAGON FINANCIAL SERVICES INC | OFS

CRD#: 107335 / SEC#: 801-20076

RIA
Registered Investment Advisory firm - (11/18/1983 Approved)
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Contact information

Main Address
7950 Jones Branch Drive Suite 700n, Mclean, VA 22102
Mailing Address
Phone number
(703) 905-3300
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (20 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

DISCLOSURE BROCHURE FOR OFS (3/27/2025)

Regulatory assets under management

Total Number of Accounts461
AUM (Assets Under Management)$ 1,355,677,370

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
Report
11/26/2024
Cover Page
Report
01/05/2024
Cover Page
Report
01/03/2023
Cover Page
Report

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

OFS

CRD#: 107335Chicago, IL 60611

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