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Christopher Matthew Parks

Advisor at OSAIC Institutions, INC. — Springfield, IL E. Capitol Ave

Updated today

Credentials

CFP®, PFS™, Series 66

Experience

21 years

Location

Springfield, IL 62701

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

543

Across 352 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Christopher Parks is a CFP®, PFS™, and holds a Series 66 license with 21 years of industry experience. He is affiliated with OSAIC Institutions, INC. and has worked at Infinex Investments, Inc. and Illinois National Bank, where he serves as Senior Vice President. Parks also holds the position of Vice President and board member of the Chatham Police Pension Fund and provides financial management guidance to St. Joseph's Church in Chatham, IL. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model combining discretionary and non-discretionary management.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

See office

Springfield, IL E. Capitol Ave

322 E. Capitol Ave

Springfield IL 62701

Advisors at this office

5

Most active in

Illinois · Texas

Work history

21 years of industry experience

Infinex Investments, Inc.

2019 - Present • 7 years

Meriden, CT

Illinois National Bank

2013 - Present • 13 years

Springfield, IL

Sws Financial Services

2013 - 2019 • 6 years

Springfield, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joseph O

CFP®

Springfield, IL

Lighthouse Financial & Consulting Services, LLC

Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Annuities Active portfolio management Options & derivatives strategies
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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.

Business sale tax planning Founder/Business Owner
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Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
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David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
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Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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