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Christopher Tyler Diederich

Investment adviser representative at Oakbourne Advisors
14 yearsExperience
1 stateRegistered in
$347.9MFirm assets
5 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 assetsFixed 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.

  1. Oakbourne AdvisorsJan 2022 to now
  2. Northstar Asset Management dba Oakbourne AdvisorsMay 2020 to now
  3. Purshe Kaplan Sterling Investments, Inc.Oct 2018 to now
  4. Cambridge Investment Research Advisors, IncOct 2012 to Oct 2018
  5. Cambridge Investment Research, IncOct 2012 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (PA).

Oakbourne Advisors

Legal name: Northstar Asset Management LLC

$347.9MAssets managed
495Clients
8Advisers
5 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
5669484
Firm CRD
129112
Advisor's SEC record (opens in a new tab)
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