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Christopher Todd Sipe

Investment adviser representative at Cedar Cove Wealth Partners
17 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$455MFirm 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 assetsHourlyFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

17 years in the industry.

  1. Cedar Cove Wealth PartnersAug 2025 to now
  2. Thrivent Investment Management IncSep 2024 to Aug 2025
  3. Thrivent Advisor Network, LLCAug 2020 to Sep 2025
  4. Purshe Kaplan Sterling Investments, Inc.Aug 2020 to Sep 2024
  5. Thrivent Financial for LutheransMar 2010 to Jul 2020
  6. Thrivent Investment Management IncDec 2009 to Jul 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 6 states (CO, FL, MN, SD, TX, WI).

Cedar Cove Wealth Partners

Legal name: Sbe LLC dba Cedar Cove Wealth Partners

$455MAssets managed
2,036Clients
10Advisers
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
5744426
Firm CRD
336245
Advisor's SEC record (opens in a new tab)
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