Christian Cruz

CRUZ INVESTMENTS & WEALTH MANAGEMENT

Aurora, IL 60505

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CRD#: 7201092

Professional summary

Christian Cruz is a registered financial advisor currently at CRUZ INVESTMENTS & WEALTH MANAGEMENT located in Aurora, Illinois.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christian has worked at 1 firm and has passed the Series 65 exam.

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.

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (LIFE & HEALTH); 25 HRS/MTH, 25 HRS DURING TRADING; REVIEW LIFE INSURANCE & ANNUITY POLICIES, RUN ILLUSTRATIONS FOR PROSPECTIVE CLIENTS AND CURRENT CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Cruz'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®

None

Experience

Current

January 14, 2022 - Present

CRUZ INVESTMENTS & WEALTH MANAGEMENT

Office #1: 605 North Broadway 2nd Floor, Aurora, IL 60505

RIA

CRD#: 163356

Aurora, IL

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
(1/14/2022)

IAR

Wisconsin
(6/19/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/3/2021

Uniform Investment Adviser Law Examination

Current Firm

CRUZ INVESTMENTS & WEALTH MANAGEMENT

CRUZ INVESTMENTS & WEALTH MANAGEMENT | CRUZ, REYNALDO

CRD#: 163356 / SEC#:

Illinois

Registered Investment Advisory firm - (6/26/2012 Approved)

Texas

Registered Investment Advisory firm - (4/4/2024 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (6/12/2025 Approved)

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Contact information

Main Address

605 North Broadway 2nd Floor, Aurora, IL 60505

Mailing Address

Phone number

(630) 897-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christian Cruz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Cruz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRUZ INVESTMENTS & WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2021

Current Firm

CRUZ INVESTMENTS & WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CRUZ INVESTMENTS & WEALTH MANAGEMENT

TRUST BUT VERIFY

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