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CM

Christian A. Maisch

MAISCH FINANCIAL PARTNERS
MOUNT LAUREL, NJ 08054
Some features on this profile are disabled
CRD#: 7946230
CM

Professional summary

Christian Andrew Maisch, who also goes by Christian Maisch, is a registered financial advisor currently at MAISCH FINANCIAL PARTNERS, LLC located in Mount Laurel, New Jersey.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christian Maisch

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 Christian Andrew Maisch'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

October 24, 2024 - Present

MAISCH FINANCIAL PARTNERS, LLC

Office #1: 100 Century Parkway Suite 120, Mount Laurel, NJ 08054
RIA
CRD#: 332150
MOUNT LAUREL, NJ

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
New Jersey
(10/24/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2023
Uniform Investment Adviser Law Examination

Current Firm

MF
MAISCH FINANCIAL PARTNERS, LLC
MAISCH FINANCIAL PARTNERS, LLC

CRD#: 332150 / SEC#:

New Jersey
Registered Investment Advisory firm - (10/24/2024 Approved)
PREMIUM
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Contact information

Main Address
100 Century Parkway Suite 120, Mount Laurel, NJ 08054
Mailing Address
Phone number
(856) 203-6911
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts72
AUM (Assets Under Management)$ 16,781,518

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

MAISCH FINANCIAL PARTNERS, LLC

CRD#: 332150Mount Laurel, NJ 08054

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