Christopher Kaufman (CRD# 5391356) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Carlock, IL and has over 16 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 7074382
Three Sixty Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Grieder Agency | Carlock, IL | Aug 2010 - Current | 13 |
| Concourse Financial Group Securities Inc. | Carlock, IN | Jul 2009 - Current | 14 |
| Concourse Financial Group Securities Inc. | Carlock, IL | Jul 2007 - Current | 16 |
| Everence | Goshen, IN | Jun 2007 - Current | 16 |
| Everence Trust Company | Goshen, IN | Jun 2012 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- IL
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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