Cristian Herrera
Investment adviser representative at Assetmark, Inc.
13 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Assetmark, Inc.Oct 2021 to now
- Assetmark Brokerage, LLCJan 2021 to now
- Assetmark Financial Holdings, Inc.Dec 2020 to now
- JPMorgan Chase Bank, N.AJun 2017 to Dec 2020
- Culvers Franchising System, LLCMar 2016 to Jun 2017
- Romeoville High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7423431
- Firm CRD
- 109018