Christopher Stanley Bartkowski
Investment adviser representative at Summit Financial Strategies Inc
9 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2.3BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Summit Financial Strategies, Inc.Sep 2023 to now
- CorientJan 2023 to Sep 2023
- Budros, Ruhlin & RoeNov 2019 to Mar 2023
- Squire Patton BoggsMar 2018 to Nov 2019
- Bloomberg BnaJan 2014 to Dec 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Summit Financial Strategies Inc
$2.3BAssets managed
1,026Clients
20Advisers
30 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
- 5217072
- Firm CRD
- 110112