Chris Shawn Berkel

Current Employers

Cirrus Capital Llc

33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-01-01

OK RA
APPROVED

Since 2025-01-01

Branch Locations

33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States

2309 S. Kelly Ave Suite 100, Edmond, OK 73013 • 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

Organization	City	State	From	To
Safe Money Financial Group	Edmond	OK	01/2012	09/2018
Axis Financial	Edmond	OK	09/2018	Present
Fundteq	Clarkston	MI	04/2021	03/2024
Cirrus Capital Llc	Bloomfield Hills	MI	04/2022	Present

01/2012 → 09/2018

Safe Money Financial Group

Edmond, OK
09/2018 → Present

Axis Financial

Edmond, OK
04/2021 → 03/2024

Fundteq

Clarkston, MI
04/2022 → Present

Cirrus Capital Llc

Bloomfield Hills, MI

Previous Registrations

2021-04-07 → 2023-09-25

Fundteq

Clarkston, MI

Edmond, OK

Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (ACCIDENT, HEALTH & SICKNESS); TIME SPENT: 50 HRS/MTH, 50 HRS DURING TRADING. DBA AXIS FINANCIAL; INVESTMENT RELATED; OWNER; 2309 S. KELLY AVE., SUITE 100, EDMOND, OK 73013; ADVISORY SERVICES THROUGH CIRRUS CAPITAL AS AN INVESTMENT ADVISER REP

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-24
S63	Uniform Securities Agent State Law Examination	2006-11-06

S65 Uniform Investment Adviser Law Examination

2021-03-24
S63 Uniform Securities Agent State Law Examination

2006-11-06

Other Names

Christopher Shawn Berkel

View on SEC IAPD