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Philip Christner, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Philip Christner

CFP®, CDFA®

Financial Advisor

Clearwater Private Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 3 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • Series 66 - Uniform Combined State Law Exam
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Exam
  • SIE - Securities Industry Essentials Exam
  • Series 63 - Uniform Securities Agent State Law Exam

Education

  • B.S. Finance, Butler University, Indianapolis, IN, 2006

Interests

I have an awesome wife, two young boys and a little girl that keep me very busy. I enjoy spending time with family and friends and watching sports.