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Kristopher Wadsworth, ChFC, LUTCF

Taking Financial Planning to New Heights

LPL Financial LLC

East Syracuse

NY

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stratos Wealth Partners, Ltd 1 year Apr 2019 - Present
LPL Financial LLC 1 year Apr 2019 - Present
Sagepoint Financial, Inc. 11 months May 2018 - Apr 2019
Farmers Financial Solutions 1 year, 3 months Dec 2016 - Mar 2018
Farmers Insurance 1 year, 5 months Oct 2016 - Mar 2018
Safe LLC 4 months Jun 2016 - Oct 2016
LPL Financial LLC 4 years, 6 months Dec 2011 - Jun 2016
Metlife Securities Inc 9 months Feb 2011 - Nov 2011
Hartford Equity Sales Company Inc. 5 months Sep 2010 - Feb 2011
Metlife 5 years, 10 months Nov 2004 - Sep 2010

Designations & Memberships

  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Kristopher Wadsworth

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Where do i start when planning a retirement if my employer does not offer any plan?
Joshua, this is a great question and one that more people should be asking. It's becoming more common today that employers are cutting retirement plans and making employees fend for themselves. The days of staying with the same company for 40 years and receiving a pension that will take care of you ...  (more)
Answered May 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 13, 2020
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 15, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 14, 2020
      • $35.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 140
        number of clients
      • $250.0K
        Estimated Average Account Balance Per Client

    LPL Financial LLC

    Last updated on March 30, 2020
      • $207.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 892K
        Accounts
      • $232.9K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements