Christopher Manternach
Investment adviser representative at Avantax Planning Partners, Inc.
14 yearsExperience
1 stateRegistered in
$7.6BFirm assets
30 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Cetera Investment Advisers LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Avantax Planning Partners, Inc.Oct 2012 to now
- Avantax Investment ServicesAug 2023 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IA).
Avantax Planning Partners, Inc.
$7.6BAssets managed
8,370Clients
8Advisers
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
- 5462619
- Firm CRD
- 106237