Christopher
Parks

Polaris Wealth Advisory Group

CRD#6504785
Investment Advisor
in Chicago, IL

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About this Advisor

Christopher Parks is a certified financial planner who works out of Chicago, Illinois with 4 years of industry experience. Parks works at Polaris Wealth Advisory Group. Over the course of their career, Parks has held roles at Miami University, The Jordan Company, Fidelity Investments, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Polaris Greystone Financial Group, LLC. Parks holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Kansas, Louisiana, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. Polaris Wealth Advisory Group is a registered investment business operating out of San Rafael, CA. The company has offices in seven locations and a total of 36 people on staff. It handles $2 billion in assets among its 4,317 client accounts, making it one of the biggest firms in the country by assets under management. Of its 4,317 client accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Polaris Wealth Advisory Group has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on which services are provided. However, fee types charged by Polaris Wealth Advisory Group typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

415 N. Lasalle Drive Suite 603
Chicago, IL 60654

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Polaris Wealth Advisory Group Brokerage Details

Total Assets Under Management

$1,508,968,850

IL Average: $7,578,581,321
Total Number of Employees

36

IL Average: 43
Total Number of Accounts

4,317

IL Average: 3,727
Average Account Size

$349,541

IL Average: $2,033,427

Investment Advisory Services

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

Christopher Parks Work History

Christopher has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Polaris Greystone Financial Group, LLC

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2015 - 2019 (4 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Fidelity Investments

2014 - 2015 (1 year)

Miami University

2013 - 2013 (< 1 year)

The Jordan Company

2013 - 2014 (1 year)

Miami University

2011 - 2013 (2 years)

Miami University

*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 Parks 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 Polaris Wealth Advisory Group

Nathan Rogers
San Rafael, CA
Spencer Daw
Houston, TX
Anton Schirmang
Chicago, IL
Matthew Erickson
Troy, MI
Ryan Collette
San Rafael, CA
Stephen Lee
Costa Mesa, CA
Michael Kreza
Troy, MI
Jeff Menning
Costa Mesa, 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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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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