Christopher William Stein

Employer firm

Jim Saulnier & Associates, LLC CRD 169889

$286M regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2018 → Present
  Jim Saulnier & Associates
  Ft Collins, CO
• 01/2008 → Present
  Colorado State University
  Ft Collins, CO
• 06/2008 → Present
  Jim Saulnier
  Ft Collins, CO

Other Businesses

Colorado State University; Not investment related; Ft Collins CO; Higher Education; Lecturer;01/2008 - present; 120 hrs per month, all during trading hours; Instructing in Finance Department.

Designations

• Certified Financial Planner