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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Clear Wealth Management, LLC 2 years, 7 months Jul 2017 - Present
Index Fund Wealth Management, LLC 3 months Apr 2017 - Jul 2017
Northwest Asset Management 2 years, 1 month Sep 2015 - Oct 2017
Strategic Advisers, Inc 5 years, 2 months Aug 2010 - Oct 2015
Fidelity Brokerage Services LLC 9 years Sep 2006 - Sep 2015

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Christopher Teofilak

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 29, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 29, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on March 30, 2018
    • $4.5M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 0
      number of clients
    • $0
      Estimated Average Account Balance Per Client

Clear Wealth Management

Last updated on Aug. 27, 2019
    • $45.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 262
      Accounts
    • $173.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements