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Christopher Michael Plahm

STONEBRIDGE WEALTH MANAGEMENT LLC·OAK BROOK, Illinois
SIE, Series 7, Series 63, Series 65CFPClean record25 years registeredSTONEBRIDGE WEALTH MANAGEMENT LLC
1010 JORIE BLVD, OAK BROOK, IL 60523CRD# 4172886Firm CRD# 285693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Michael Plahm · OAK BROOK, IL
Registration
CRD #4172886 · STONEBRIDGE WEALTH MANAGEMENT LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

TALL PINES CAPITAL, LLC
Jan 2017 – present
STONEBRIDGE WEALTH MANAGEMENT LLC
Dec 2016 – present
COMMONWEALTH FINANCIAL NETWORK
Jan 2011 – Dec 2016
OAK BROOK, IL
SECURIAN FINANCIAL SERVICES, INC.
Apr 2003 – Jan 2011
OAKBROOK, IL
MORGAN STANLEY
Mar 2001 – Dec 2002
LISLE, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 12, 2001
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONEBRIDGE WEALTH MANAGEMENT LLC
CRD 285693 · SEC 801-112745
AUM
$214M
Regulatory assets under management
Employees
4
943 client accounts
Services offered by STONEBRIDGE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONEBRIDGE WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Christopher Michael Plahm offer?
Christopher Michael Plahm specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Christopher Michael Plahm's credentials?
Christopher Michael Plahm holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Michael Plahm located?
Christopher Michael Plahm is based in OAK BROOK, Illinois, working with STONEBRIDGE WEALTH MANAGEMENT LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Christopher Michael Plahm charge for services?
Christopher Michael Plahm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE WEALTH MANAGEMENT LLC?
STONEBRIDGE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONEBRIDGE WEALTH MANAGEMENT LLC

William Robert Laipple
OAK BROOK, IL
CFP

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