Christopher
Waclawik
Merriman
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About this Advisor
Christopher Waclawik is a certified financial planner working in Seattle, Washington with a total of 9 years of relevant experience. Waclawik works at Merriman. Waclawik has gained experience at Merriman Wealth Management, LLC, H&R Block, Adecco Staffing, Serco and 19Th Expeditionary Sustainment Command. Waclawik maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Washington. Merriman is a registered investment company that has its headquarters in Seattle, WA. The firm has offices in four locations and a total of 57 advisors. It handles $3 billion in assets under management between its 2,306 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 2,306 client accounts, 43% belong to high-net-worth investors who have more than $1 million in assets available to invest. Merriman has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fees depend on the type of financial services. However, fee types charged by Merriman most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,297,155,500
57
2,306
$1,429,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Christopher Waclawik Work History
Christopher has been registered as a financial advisor for 9 years.*
Merriman Wealth Management, LLC
Merriman Wealth Management, LLC
H&R Block
Adecco Staffing
Serco
19Th Expeditionary Sustainment Command
*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 Waclawik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
