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Featured Business Financial Advisor in Centennial, CO
Centennial Financial Advisors
Christopher Lee Financial
6896 South Cook Way
Centennial, CO 80122
(720) 925-5221
Advisor Profile
Christopher Kolker
Name:  Christopher Kolker
Phone Number:  (720) 925-5221
Website:  Visit Website
Disclosure Link:
Investment advisory services...
Disclaimer
Investment advisory services offered through Bay Colony Advisors, a Securities and Exchange Registered Investment Advisor. Office of supervision: 86 Baker Avenue Extension, Suite 310, Concord, MA 01742 800-320-1912

About Christopher Lee Financial

Christopher Lee Financial is a wealth management firm in Centennial, CO, serving clients across the country. We are committed to ensure a deep understanding of our clients.

Wealth management is more than investing. It includes all the financial planning needs of an individual or family. Wealth management is also about risk adjusted returns. We work to fulfill your needs based on your risk level.

We know our clients have access to an extensive amount of information regarding their finances which can be overwhelming. Our objective is to use this information to become your trusted financial management experts. Our firm will coordinate economical strategies with our clients to ensure quality financial management and planning that will work for your goals and objectives.
 

General Information

CRD#:    3266922
Firm CRD#:    152583
Name of Custodial Firm:    Fidelity
States Licensed in:    CO
States Willing to do Business in:    Arvada,Aurora,Castle Rock,Commerce City,Conifer,Denver,Dupont,Elizabeth,Englewood,Franktown,Golden,Henderson,Indian Hills,Kittredge,Littleton,Lone Tree,Morrison,Parker,Sedalia,Watkins,Westminster,Wheat Ridge,Bennett
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    4
Work Experience:    18 years in the investment and planning industry.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Insurance, Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, Video Conference, Via email, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65, Series 63
Insurance and Annuity Licenses:    Life, Annuity
Non-Financial Organization Memberships:    Chair of 100 Men Who Care, Denver
 

Firm Information

Firm's Number of Clients:    120
Firm's Number of Planning Clients:    120
Firm's Number of Managed Clients:    120
Assets Managed by Firm:    20,000,000
Advisor's Number of Clients:    120
Advisor's Number of Managed Clients:    120
Advisor's Number of Planning Clients:    120
Assets Managed by Advisor:    20,000,000
 

Compliance

Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000
Compensation Methods:    Flat Fee, Based on Assets
Fee % Based on Assets:    1.2-.60 %
Additional Details on Charges:    http://www.christopherleefinancial.com/about-us/fees/ We charge 1.20%-.6% for our managed accounts and offer flat fees for financial plans and certain account balances.
Minimum Fee Charged for Managed Accounts:    1.2-.60%
 
 
 
Prepared By: Christopher Kolker

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