Christopher L. Sittner

THREADLINE WEALTH

Portland, OR 97205

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CRD#: 7332022

Professional summary

Christopher Lee-haas Sittner, CFP®, who also goes by Chris Sittner, Christopher Lee Sittner, is a registered financial advisor currently at THREADLINE WEALTH 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 3 firms .

At a Glance

Always Fiduciary

Min. Asset: $250K–$500K

Serves: Business Owners & Entrepreneurs

Serves: Corporate Executives

Serves: High Net Worth Individuals & Families

Serves: Physicians & Medical Professionals

Services Offered

Financial Planning

Education Funding

Retirement Planning

Investment Management

Estate & Legacy Planning

Business Services

Tax Planning

Specializations

Business Exit & Succession Planning

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.

CS Wealth Management - As part of Chris Sittner's transition to Moss Adams he has gone through the process of shutting down the RIA known as CS Wealth Management. Currently, it simply exists for shutdown process. As of now, CS Wealth Management does not work with clients in any capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee-haas Sittner's CRS (Customer Relationship Summary).

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

March 19, 2026 - Present

THREADLINE WEALTH

Office #1: 805 Sw Broadway, Portland, OR 97205

RIA

CRD#: 108917

Portland, OR

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

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".

THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 Approved)

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

Washington
(3/19/2026)

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

What does exam status mean?

Current Firm

THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 Approved)

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Contact information

Main Address

10900 Ne 8th St, Ste 305, Bellevue, WA 98004

Mailing Address

Phone number

(425) 650-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THREADLINE WEALTH DISCLOSURE BROCHURE MAY 2026 (5/28/2026)

Regulatory assets under management

Total Number of Accounts	4,790
AUM (Assets Under Management)	$ 5,773,272,462

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
02/20/2025	Cover Page	Report
03/27/2024	Cover Page	Report
03/06/2024	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

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Christopher L. Sittner

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee-haas Sittner's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREADLINE WEALTH

CS WEALTH MANAGEMENT

BLUE WATER WEALTH

Primary Firm SEC Registration

THREADLINE WEALTH

State Registrations and Notice Filings

Exams

Current Firm

THREADLINE WEALTH

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THREADLINE WEALTH

TRUST BUT VERIFY

Contact information

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