Christopher
Stolte

Independent Financial Partners

CRD#5318434
Investment Advisor
in Austin, TX
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About this Advisor

Christopher Stolte is a certified financial planner and chartered financial consultant working in Austin, Texas, with 11 years of financial industry experience. Stolte is on the advisory team at Independent Financial Partners. Throughout their career, Stolte has worked at Signator Investors, Inc, Lpl Financial LLC, Independent Financial Partners and Oliphint Associates, LLC Dba One Advocate Group. Stolte has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Independent Financial Partners is a financial advisory company that has its headquarters in Austin, Texas. It has offices in 277 locations and a total of 606 advisors. It handles $10 billion in assets across its 35,966 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 68 charities and foundations. Of its 35,966 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services are provided. However, fee types charged by Independent Financial Partners can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

925 S. Capital Of Texas Highway Suite B235
Austin, TX 78746

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,513,405,998

TX Average: $1,855,561,029
Total Number of Employees

606

TX Average: 62
Total Number of Accounts

35,966

TX Average: 2,474
Average Account Size

$264,511

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Stolte Work History

Christopher has 11 years of experience.

2015 - 2016 (1 years)

Oliphint Associates, LLC Dba One Advocate Group

2014 - Present (5 years)

Lpl Financial LLC

2014 - Present (5 years)

Independent Financial Partners

2007 - 2014 (7 years)

Signator Investors, Inc

Disclosures

Christopher Stolte has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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