Christa Whitman
Investment adviser representative at Preisz Financial
10 yearsExperience
1 stateRegistered in
$701.7MFirm assets
7 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
- Seminars and workshops
Experience
10 years in the industry.
- Preisz FinancialJan 2025 to now
- LPL FinancialAug 2024 to now
- Addison Avenue Investment ServicesNov 2023 to Jul 2024
- First Tech Federal Credit UnionNov 2023 to Jul 2024
- Raymond James Financial Services, Inc.Nov 2023 to Jul 2024
- Park Avenue SecuritiesMar 2023 to Nov 2023
- Guardian Life Insurance CompanyJan 2023 to Nov 2023
- Ameriprise Financial Services, LLCDec 2017 to Dec 2022
- Hiline HomesAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
Preisz Financial
Legal name: Preisz Associates, Inc.
$701.7MAssets managed
346Clients
9Advisers
7 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
- 6135536
- Firm CRD
- 144469