Chris Shawn Berkel

Employer firm

Cirrus Capital LLC CRD 288297

$170M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RESEARCH & ESTATE PLANNING

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

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

Current Employers

Employment History

• 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

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

Other Names

• Christopher Shawn Berkel