Christopher
Ganim

Gfs Wealth Management Advisors, Inc Dba Ganim Financial

CRD#4910637
Investment Advisor
in Shelton, CT

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About this Advisor

Christopher Ganim is a certified financial planner and chartered financial consultant working in Shelton, Connecticut with a total of 6 years of relevant experience. Ganim works at Gfs Wealth Management Advisors, Inc Dba Ganim Financial. Throughout their career, Ganim has worked at Nfp Advisor Services, LLC, Ganim Group, Inc, Brewer Yacht Yard Group, Inc, Gfs Wealth Management Advisors Inc Dba Ganim Financial, Ganim Financial, Kestra Investment Services, LLC and Thrive Bridgeport. Ganim has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut. Gfs Wealth Management Advisors, Inc Dba Ganim Financial is a financial advisory company that has its headquarters in Shelton, CT. It administers $135 million in total assets across its 238 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 238 accounts, 40% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on the type of services offered. However, fee types billed by Gfs Wealth Management Advisors, Inc Dba Ganim Financial most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 Enterprise Drive Suite 305
Shelton, CT 06484

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Gfs Wealth Management Advisors, Inc Dba Ganim Financial Brokerage Details

Total Assets Under Management

$134,803,925

CT Average: $5,297,377,271
Total Number of Employees

6

CT Average: 35
Total Number of Accounts

238

CT Average: 690
Average Account Size

$566,403

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Christopher Ganim Work History

Christopher has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Ganim Financial

2017 - Present (7 years)

Gfs Wealth Management Advisors Inc Dba Ganim Financial

2015 - Present (9 years)

Kestra Investment Services, LLC

2017 - 2019 (2 years)

Ganim Group, Inc

2017 - 2019 (2 years)

Thrive Bridgeport

2015 - 2016 (1 year)

Nfp Advisor Services, LLC

2014 - 2016 (2 years)

Ganim Financial

2010 - 2014 (4 years)

Brewer Yacht Yard Group, Inc

*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 Ganim 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 Gfs Wealth Management Advisors, Inc Dba Ganim Financial

Robert Lockery
Shelton, CT
Christopher Ganim
Shelton, CT
Lisa Bourque
Shelton, CT
Lawrence Ganim
Shelton, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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