Christopher
Schneeman
Pensionmark Financial Group, LLC
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About this Advisor
Christopher Schneeman is a chartered financial consultant based in Santa Barbara, California who has 8 years of industry experience. Schneeman is an advisor for Pensionmark Financial Group, LLC. Throughout their career, they have worked at Sevenhills Benefit Partners, Financial Telesis Inc, Sevenhills Plan Advisors, LLC, Two Point Royal, LLC, Lpl Financial LLC, Independent Financial Partners, Pensionmark Financial Group, LLC, Capfinancial Securities, LLC, Pensionmark Securities, LLC and Sevenhills Cleveland Benefit Partners. Schneeman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Pensionmark Financial Group, LLC is a financial advisory company that has its headquarters in Santa Barbara, CA. It has offices in 59 locations and a total of 244 financial advisors. It administers $27 billion in total assets between its 7,380 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 142 charities and foundations. Of its 7,380 client accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically vary depending on the type of services provided. Fee types charged by Pensionmark Financial Group, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Schneeman Work History
Christopher has been registered as a financial advisor for 8 years.*
Sevenhills Cleveland Benefit Partners
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Sevenhills Plan Advisors, LLC
Capfinancial Securities, LLC
Lpl Financial LLC
Independent Financial Partners
Two Point Royal, LLC
Financial Telesis Inc
Sevenhills Benefit Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Schneeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
South Burlington, VT
Saint Petersburg, FL
Fort Mill, SC
San Antonio, TX
Brentwood, TN
Madison, WI
San Mateo, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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