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Christopher Lee-haas Sittner

Christopher L. Sittner

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CRD#: 7332022
Christopher Lee-haas Sittner

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Lee-haas Sittner, CFP®, who also goes by Chris Sittner, Christopher Lee Sittner, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2021. Christopher had worked at 2 firms .

Core Areas of Focus


Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Medical Professionals
Tax Planning

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Investment Planning
Business Succession Planning
Estate Planning
Retirement Income Management
Small Business Planning
Tax Planning
Debt Management
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases


Chris Sittner | Christopher Lee Sittner

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)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

September 21, 2022 - January 6, 2026

CS WEALTH MANAGEMENT

RIA
CRD#: 322001
PORTLAND, OR
Past

January 29, 2021 - March 10, 2022

BLUE WATER WEALTH

RIA
CRD#: 164432
PORTLAND, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


CS WEALTH MANAGEMENT
CS WEALTH MANAGEMENT
CS WEALTH MANAGEMENT | CS WEALTH MANAGEMENT, LLC

CRD#: 322001 / SEC#:

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Contact information


Main Address
Portland, OR
Mailing Address
10940 Sw Barnes Road #149, Portland, OR 97225
Phone number
(541) 953-5440
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 1,189,603

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


CS WEALTH MANAGEMENT

CS WEALTH MANAGEMENT

CRD#: 322001

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Contact information


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