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Christopher Stephen Kimmet

Christopher Stephen Kimmet

CFP®
APTUS FINANCIAL
Upper Arlington, OH
·CRD# 6922767·9 years experience

Professional Summary

Christopher Stephen Kimmet, CFP®, who also goes by Christoper Stephen Kimmet, is a registered financial advisor currently at APTUS FINANCIAL, LLC located in Upper Arlington, Ohio. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Physicians & Medical Professionals

Services Offered

  • Investment Management
  • Retirement Planning
  • Financial Planning
  • Tax Planning

Specializations

Generation X
Millennials

Biography

Chris and his family are outdoors enthusiasts enjoying hiking, camping, and skiing. As well as the outdoors, they enjoy weekly movie nights at home and walking around the neighborhood with their two mini-dachshunds, Max and Lila.

Other Aliases

Christoper Stephen Kimmet

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

9 years in the financial services industry

Current & Past Employments

APTUS FINANCIAL, LLC·CRD# 280033
RIA
Upper Arlington, OH
July 29, 2025 - Present
HAMILTON CAPITAL·CRD# 109116
RIA
Columbus, OH
June 27, 2024 - July 28, 2025
ORIGIN INVESTMENT ADVISORY LLC·CRD# 305353
RIA
Upper Arlington, OH
November 4, 2022 - June 21, 2024
STEADY CLIMB FINANCIAL PLANNING·CRD# 293547
RIA
Upper Arlington, OH
March 23, 2018 - June 18, 2024

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Current Firm

AF
APTUS FINANCIAL, LLC

APTUS FINANCIAL LLC | SC FINANCIAL CARE LLC | SC FINANCIAL | SARAH CATHERINE GUTIERREZ | EFFICIENT FINANCIAL, LLC | EFFICIENT FINANCIAL INVESTMENT ADVISING SERVICES | APTUS FINANCIAL, LLC

CRD#: 280033 / SEC#: 801-120751
RIA
Registered Investment Advisory firm - SEC (4/9/2021 Approved)
Arkansas
Registered Investment Advisory firm - Arkansas (5/3/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Little Rock, AR

Mailing Address

Po Box 251510, Little Rock, AR 72225-1510

Phone Number

(501) 907-1993

# of Employees

12

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APTUS FINANCIAL BROCHURE (9/15/2026)

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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.

STEADY CLIMB FINANCIAL PLANNING / INVESTMENT RELATED / UPPER ARLINGTON, OH / REGISTERED INVESTMENT ADVISOR / FOUNDER AND CCO / JAN 2018 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS.

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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".
AF
APTUS FINANCIAL, LLC

APTUS FINANCIAL LLC | SC FINANCIAL CARE LLC | SC FINANCIAL | SARAH CATHERINE GUTIERREZ | EFFICIENT FINANCIAL, LLC | EFFICIENT FINANCIAL INVESTMENT ADVISING SERVICES | APTUS FINANCIAL, LLC

CRD#: 280033 / SEC#: 801-120751
RIA
Registered Investment Advisory firm - SEC (4/9/2021 Approved)
Arkansas
Registered Investment Advisory firm - Arkansas (5/3/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
Ohio
(8/1/2025)
IAR
Texas
(7/29/2025)

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 Nov 2017About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Stephen Kimmet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Christopher

  • Investment Management
  • Retirement Planning
  • Financial Planning
  • Tax Planning

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Christopher Stephen Kimmet
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