CG
Christopher C. Gonzales
4WEALTH ADVISORS
Orland Park, IL 60462
Some features on this profile are disabled
CRD#: 6253502
CG
Professional summary
Christopher Charles Gonzales, who also goes by Christopher Gonzales, is a registered financial advisor currently at 4WEALTH ADVISORS, INC. located in Orland Park, Illinois and BRICKWORK FINANCIAL PLANNING, LTD located in Orland Park, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Gonzales
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: 09/2014 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE
2. NAME OF OTHER BUSINESS: CHRISTOPHER GONZALES INVESTMENT RELATED: NO
ADDRESS:
NATURE OF BUSINESS: RENTAL PROPERTY
START DATE:
APX NUMBER OF HOURS PER WEEK: 5 APX
NUMBER OF HOURS DURING TRADING HOURS: 0
BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY, PROPERTY OWNER
3. BRICKWORK FINANCIAL PLANNING LTD., APRIL 2015, 10760 WEST 143RD STREET, SUITE 62, ORLAND PARK, IL 60462. DBA FOR FINANCIAL SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Charles Gonzales'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®
NoneExperience
Current
July 31, 2017 - Present
4WEALTH ADVISORS, INC.
Office #1: 10710 W. 143rd Street Suite 12, Orland Park, IL 60462RIA
CRD#: 129727
Orland Park, IL
Current
April 25, 2018 - Present
BRICKWORK FINANCIAL PLANNING, LTD
Office #1: 10710 W. 143rd Street Suite 12, Orland Park, IL 60462RIA
CRD#: 288982
Orland Park, IL
Past
May 8, 2015 - August 1, 2017
IPI WEALTH MANAGEMENT, INC.
RIA
CRD#: 111872
ORLAND PARK, IL
Past
May 8, 2015 - August 1, 2017
INVESTMENT PLANNERS, INC.
BD
CRD#: 18557
ORLAND PARK, IL
Past
September 17, 2014 - April 28, 2015
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CHICAGO, IL
Past
September 17, 2014 - April 28, 2015
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CHICAGO, IL
Past
January 24, 2014 - September 2, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OAK BROOK, 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".
4A
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 129727 / SEC#: 801-113392
RIA
Registered Investment Advisory firm - (6/11/2018 Approved)Florida
Registered Investment Advisory firm - (9/18/2018 Terminated)Illinois
Registered Investment Advisory firm - (6/11/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/18/2018 Terminated)Texas
Registered Investment Advisory firm - (9/18/2018 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
Illinois(7/31/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
4A
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 129727 / SEC#: 801-113392
RIA
Registered Investment Advisory firm - (6/11/2018 Approved)Florida
Registered Investment Advisory firm - (9/18/2018 Terminated)Illinois
Registered Investment Advisory firm - (6/11/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/18/2018 Terminated)Texas
Registered Investment Advisory firm - (9/18/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490
Mailing Address
Phone number
(708) 695-5300
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,306 |
| AUM (Assets Under Management) | $ 246,912,650 |
Red Flags
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