Chris Shawn Berkel
Investment adviser representative at Cirrus Capital LLC
14 yearsExperience
1 stateRegistered in
$170.4MFirm assets
1 yearFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Cirrus Capital LLCApr 2022 to now
- Axis FinancialSep 2018 to now
- FundteqApr 2021 to Mar 2024
- Safe Money Financial GroupJan 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OK).
Cirrus Capital LLC
$170.4MAssets managed
333Clients
5Advisers
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
- 4989701
- Firm CRD
- 288297