wiseradvisor

Christopher Stein
Christopher R. Stein Comprehensive Wealth Management, Inc.

Tel: (847) 677-3108
4711 Golf Road
Suite 705
Skokie, IL 60076

About Christopher R. Stein Comprehensive Wealth Management, Inc.

We are dedicated to guiding each and every client through the process of obtaining financial independence, so they can focus on the most important things in their life.

We work with our clients to build successful long-term relationships based on the highest levels of trust, integrity, open communication and service. Our goal is to provide real peace of mind for our clients by treating each of them individually, understanding their specific concerns, goals and passions then structuring an individualized program maximizing their chances for success. We then work with each client on an ongoing basis to see that their objectives are realized.

For client convenience, we will schedule evening meetings, by appointment only.


General Information

Firm Start Year:   1995
No.of Employees:   2-4
States Licensed in:   AR, AZ, CA, FL, IA, IL, IN, MI, MN, MO, MS, NC, NV, PA, PR, SC, TX, WI
Number of Years with Current Firm:   18
Work Experience:   Before moving into the wealth management field I was an accountant at a major suburban hospital in the Chicago area.
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations


Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via email, At my office, At your home, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Long Term Care, Disability, Variable Life, Variable Annuity, Life, Annuity
Financial Organization Memberships:   Financial Services Institute


Firm Information

Assets Managed by Firm:   $50,000,000 +
Assets Managed by Advisor:   $50,000,000 +


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Hourly, Based on Assets, Flat Fee, Commissions


Education

BBA - Business Management and Marketing  The University of Iowa - Iowa City, Iowa
August 1976-May 1980



Faqs

  • What services do you provide? What are your specialties? My job is to help each client reach their goals and dreams. I specialize in retirement planning, rollovers, investment management, and risk control. I work with most investments including stocks, bonds, mutual funds, alternative investments, annuties, cd's and many others. I also provide life insurance, disability insurance and long-term care coverage.
  • What is your experience? How many clients do you currently manage? I've been a Financial Advisor for over 27 years. I've been running my own firm in Skokie for over 18 years. I currently work with about 210 clients.
  • How do you charge for your services? Generally, I believe a fee based approach is in the client's best interest as it takes away a potential conflict of interest inherent in a transaction based approach. My fee is generally 1%-1.5% of assets under management per year. I can work on a commission basis for those clients that prefer it.
  • Why should I choose you as my financial advisor? Because I care about each client. I take the time to learn what makes each client tick, what their goals and dreams are as well as what keeps them up at night. Then I prepare a customized Financial Analysis which specifically addresses all their goals and concerns. I help them impliment their program and work with them on an ongoing basis to help keep them on track.
see more
Christopher Stein

Christopher Stein

Registered Securities Principal

My Services

Financial Advice & Consulting

We are dedicated to guiding each client through the process of pursuing financial independence, so they can focus on the most important things in their life. Our job is to help each client reach their financial and life goals.


Financial Planning for Individuals

Our client's goals are at the center of everything we do. Our process consists of learning about you and what you want to accomplish, gathering data so we understand where you are now then preparing a customized strategy to help you pursue your specific goals and objectives and helping you impliment the chosen strategy. From there, we continually monitor, refine and adjust the strategy as needed and update you regularly.

My Team

Alex Blashewski
Alex Blashewski
Alex has been our Director of Client Relations since October of 2012. Alex wears several hats, but his most important job is to make sure each and every client's experience with our firms service is world class. Alex has a BA in Economics from Lake Forest College.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Glenview Des Plaines
Chicago Mount Prospect
Arlington Heights Palatine
All States

Compensation Arrangements

Check

Social Networks

tweeter facebook linkedin