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Chris Quackenbush

Investment adviser representative at &partners
15 yearsExperience
3 statesRegistered in
$30.3BFirm assets
35 yearsFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. &partnersFeb 2025 to now
  2. Wells Fargo Advisors Financial Network, LLCJan 2022 to Feb 2025
  3. Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
  4. Wells Fargo Advisors LLCJan 2011 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 3 states (IN, MN, TX).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn 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
5011532
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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