Christopher Lee-haas Sittner
Investment adviser representative at Threadline Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm assets
Are you Christopher Lee-haas Sittner? 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 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
12 years in the industry.
- Threadline WealthMar 2026 to now
- Cs Wealth Management, LLCApr 2022 to now
- Blue Water Wealth, Inc.Jan 2021 to Mar 2022
- Confluence Wealth ManagementNov 2018 to Dec 2020
- Perkins & Co.Jan 2014 to Oct 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Threadline Wealth
Legal name: Moss Adams Wealth Advisors LLC
$5.8BAssets managed
1,246Clients
22Advisers
25 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
- 7332022
- Firm CRD
- 108917