Christopher John Minko
Investment adviser representative at Minko Wealth
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$119.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Independent Insurance AgentDec 2022 to now
- Minko WealthOct 2013 to now
- Cetera Financial Specialists LLCSep 2016 to Feb 2017
- Cetera Investment Advisers LLCSep 2016 to Feb 2017
- Minko Law OfficeOct 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Minko Wealth
Legal name: Wealth Coach LLC
$119.1MAssets managed
152Clients
2Advisers
Under 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
- 4954763
- Firm CRD
- 170886