Christopher Wayne Bordner

Employer firm

Synergy Investment Management LLC CRD 305961

$681M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 11/2019
  Cetera Advisors Llc
  Denver, CO
• 11/2019 → Present
  Lpl Financial Llc
  Altamonte Springs, FL
• 04/2021 → Present
  Synergy Investment Management, Llc
  Altamonte Springs, FL

Previous Registrations

• 2014-04-01 → 2019-12-24
  Cetera Advisors Llc
  Maitland, FL
  Greenwood Village, CO
  Fort Pierce, FL
  Frisco, CO
• 2002-11-15 → 2014-04-08
  Msi Financial Services, Inc.
  Orlando, FL
  Orlando, FL
• 2002-06-01 → 2002-12-13
  Walnut Street Advisers Inc
  Maitland, FL

Other Businesses

1. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) – Wealth Management Advisor - Started 03/01/2014 – 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. 2. Synergy Insurance Partners, LLC - Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 - Insurance Agency – Insurance Agent - Started 12/04/2019 - 15 Hours Per Month/ 15 Hours During Securities Trading – My duties involve selling fixed insurance, disability, and LTC. 3. BTA Holdings, PLLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 - Financial Planning Firm - Owner, Manager, and Advisor - Started 04/01/2014 - 180 Hours Per Month/ 3 Hours During Securities Trading – My duties involve meeting with clients to review their financial plans and investments. 4. CB Properties and Investments LLC - Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 - Real Estate Rental – Owner - Started 06/01/2009 - 1 Hour Per Month/ 1 Hour During Securities Trading – My duties involve managing CB Properties and Investments LLC. 5. Synergy Investment Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/15/2021 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Synergy Investment Management, LLC, an independent investment advisor firm. 6. 215 North Westmonte, LLC – Not Investment Related - 215 N Westmonte Dr., Altamonte Springs, FL 32714 – Office Building – Owner and Manager - Started 12/09/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading – My duties involve ownership and management of an office building.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-21
• S65 Uniform Investment Adviser Law Examination
  2001-12-10

Other Names

• Chris W. Bordner
• Christopher Wayne Bordner