Christopher K Costello
Investment adviser representative at Curtis Capital Advisors
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Curtis Capital AdvisorsMar 2024 to now
- Yukon Wealth ManagementFeb 2024 to Mar 2024
- Self EmployedOct 2023 to Nov 2023
- Morgan StanleyNov 2022 to Sep 2023
- Blooom, Inc.Mar 2013 to Sep 2023
- The Retirement Planning Group, Inc.Feb 2004 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Curtis Capital Advisors
Legal name: Curtis Capital Advisors, LLC
$165.5MAssets managed
82Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630844
- Firm CRD
- 330835