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Christopher Lee-haas Sittner

Christopher L. Sittner

CS WEALTH MANAGEMENT
Portland, OR
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CRD#: 7332022
Christopher Lee-haas Sittner

Professional summary

Christopher Lee-haas Sittner, CFP®, who also goes by Chris Sittner, Christopher Lee Sittner, is a registered financial advisor currently at CS WEALTH MANAGEMENT located in Portland, Oregon.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 2 firms .

top-8-questions

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
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Medical Professionals
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Christopher Lee-haas Sittner'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®

Certified Financial Planner

Start date: 2020

Experience

Current

September 21, 2022 - Present

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.

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
Oregon
(9/21/2022)

Exams

Current Firm

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

CRD#: 322001 / SEC#:

Oregon
Registered Investment Advisory firm - (9/21/2022 Approved)
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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#: 322001Portland, OR

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Contact information

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