Christopher Michael Schank
Investment adviser representative at Wealthcare Advisory Partners LLC
8 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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
8 years in the industry.
- Wealthcare Advisory Partners LLCJul 2019 to now
- LPL Financial LLCJun 2019 to now
- Wealthcare Advisory Partners LLC dba Secure Planning GroupJun 2019 to now
- UnemployedFeb 2019 to Jun 2019
- Northwestern Mutual Wealth Management CompanyJan 2016 to Feb 2019
- Northwestern Mutual Investment Services, LLCJul 2011 to Feb 2019
- Northwestern Mutual Life Insurance CompanyJan 2011 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 5866543
- Firm CRD
- 171976