Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information

Office location

3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher works as a financial advisor for CUE Financial Group and PFG Advisors LLC, spending about half his time on these activities. He also works as an insurance agent selling fixed life insurance products and dedicates minimal time to being a board member for Hayden Villa Condominiums and driving for Uber and Lyft.

Employment History
Current Registrations
Pfg Advisors
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - November 2025 · 1 yr 5 mos
Securities America, INC.Broker
October 2022 - June 2024 · 1 yr 8 mos
Vanguard Advisers, INC.
May 2018 - October 2022 · 4 yrs 5 mos
Vanguard Marketing CorporationBroker
August 2016 - October 2022 · 6 yrs 2 mos
State Registrations32 states
AZCACOFLIAIDILINKYLAMAMEMIMNMSMTNENJNMNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.