Christopher Richard Mohring
Investment adviser representative at Quotient Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
Are you Christopher Richard Mohring? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Quotient Wealth Partners, LLCSep 2023 to now
- Goldman Sachs Personal Financial ManagementMar 2019 to Aug 2023
- Cetera Advisor NetworksMar 2019 to Mar 2019
- Ptx Securities, LLCJul 2017 to Mar 2019
- Highland Capital Funds Distributor, Inc.Jun 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quotient Wealth Partners, LLC
$4.9BAssets managed
2,355Clients
34Advisers
3 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
- 6240117
- Firm CRD
- 326819