Christina C. Traurig
CORNERSTONE FINANCIAL PLANNING
Portsmouth, NH 03801
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CRD#: 6513564
Professional summary
Christina Clara Traurig, CFP® is a registered financial advisor currently at CORNERSTONE FINANCIAL PLANNING, LLC located in Portsmouth, New Hampshire.
Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christina has worked at 2 firms and has passed the Series 65 exam.
Biography
Christina graduated Summa Cum Laude from Northern Kentucky University with a Bachelor of Science in Finance. She also holds a Master of Business Administration (MBA) from the University of Louisville.
Question & Answer
What are your service offerings?
Education Planning
Investment Planning
Socially Responsible Investing
Retirement Planning
Retirement Income Management
Life Transitions
Comprehensive Financial Planni...
Long-term Care
Estate Planning
Inheritance
Insurance Planning
Tax Planning
Social Security Planning
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Socially Responsible Investmen...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christina Clara Traurig'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®
Start date: 2017
Experience
Current
June 9, 2017 - Present
CORNERSTONE FINANCIAL PLANNING, LLC
Office #1: 8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801RIA
CRD#: 129656
Portsmouth, NH
Past
November 2, 2015 - May 16, 2017
WINEBRENNER CAPITAL MANAGEMENT LLC
RIA
CRD#: 154708
LOUISVILLE, KY
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".
CORNERSTONE FINANCIAL PLANNING, LLC
CORNERSTONE FINANCIAL PLANNING, LLC | CORNERSTONE FINANCIAL PLNNING, LLC
CRD#: 129656 / SEC#: 801-107703
RIA
Registered Investment Advisory firm - (4/27/2016 Approved)Maine
Registered Investment Advisory firm - (6/20/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (6/14/2016 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
Maine(6/9/2017)
IAR
New Hampshire(6/9/2017)
IAR
Texas(5/13/2021)
Current Firm
CORNERSTONE FINANCIAL PLANNING, LLC
CORNERSTONE FINANCIAL PLANNING, LLC | CORNERSTONE FINANCIAL PLNNING, LLC
CRD#: 129656 / SEC#: 801-107703
RIA
Registered Investment Advisory firm - (4/27/2016 Approved)Maine
Registered Investment Advisory firm - (6/20/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (6/14/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801
Mailing Address
Phone number
(603) 431-1133
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 968 |
| AUM (Assets Under Management) | $ 336,027,979 |
Red Flags
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Company Information
CORNERSTONE FINANCIAL PLANNING, LLC
CRD#: 129656Portsmouth, NH 03801TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
