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CW

Christian C. Wolff

Some features on this profile are disabled
CRD#: 845903
CW

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.

Christian Cornelius Wolff III, who also goes by Christian Cornelius Wolff, Skip C Wolff III, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 1977. Christian had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Christian Cornelius Wolff | Skip C Wolff Iii

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®
None

Experience

Past

March 14, 2007 - March 12, 2014

TECKMEYER FINANCIAL SERVICES, L.L.C.

RIA
CRD#: 39000
OMAHA, NE
Past

March 12, 2007 - March 12, 2014

TECKMEYER FINANCIAL SERVICES, L.L.C.

BD
CRD#: 39000
OMAHA, NE
Past

May 31, 2000 - March 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
OMAHA, NE
Past

March 10, 2000 - March 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
OMAHA, NE
Past

April 10, 1997 - January 3, 2000

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

July 31, 1993 - April 10, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 18, 1983 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 5, 1977 - August 24, 1983

CHILES, HEIDER & CO., INC.

BD
CRD#: 5159

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

State Security Law Exam
IAR
Series 65
Date: 3/16/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/21/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1977
General Securities Representative Examination

Current Firm

TF
TECKMEYER FINANCIAL SERVICES, L.L.C.
TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000 / SEC#: , 8-48501

Iowa
Registered Investment Advisory firm - SEC (5/12/2010 Approved)
Kansas
Registered Investment Advisory firm - SEC (11/17/2025 Terminated)
Nebraska
Registered Investment Advisory firm - SEC (10/25/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
11104 John Galt Blvd., Omaha, NE 68137
Mailing Address
11104 John Galt Blvd., Omaha, NE 68137-2307
Phone number
(402) 331-8600
Established
Nebraska since 05/01/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
7

FINRA licenses (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
TECKMEYER, THOMAS NEILPRESIDENT/CCO1236532
TECKMEYER, LORI LYNNCO-OWNER2646251
OSS, STEVEN MICHAELCHIEF FINANCIAL OFFICER4696804

Regulatory assets under management

Total Number of Accounts37
AUM (Assets Under Management)$ 44,057,525

Disclosures

Regulatory Event1

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

TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000

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