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Christopher Kenneth Makosch

Schuylkill Financial, LLC

Wyomissing, PA

CRD 4976405

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Employer firm

Schuylkill Financial, LLC CRD 143052

$124M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Schuylkill Financial, Llc

1290 Broadcasting Rd, Wyomissing, PA 19610 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2007-02-21
  • PA RA
    APPROVED
    Since 2007-02-21

Branch Locations

711 Spring St., Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schuylkill Financial, Llc Wyomissing PA 01/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-20
  • S66 Uniform Combined State Law Examination
    2005-10-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson

Nearby Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA

More in Wyomissing, PA

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