Chris Stolte, CFP^®

AIF^®,ChFC^®,CLU^®

Financial Planner

Fortus

925 S. Capital of Texas Hwy., Suite B235
Austin, TX 78746

(512) 542-9433

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$150,000

General

Chris Stolte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fortus in Austin, TX and the surrounding communities.

Financial Advisor Overview

Chris Stolte is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary®, ChFC® and CLU® designee and holds series 6, 7, 63, and 65 licenses. He also holds licenses in life, accident, and health insurance. Chris has earned a Bachelor’s of Business Administration in Information Systems from the University of Texas at San Antonio. He is a member of the Financial Planning Association (FPA).

Chris’ practice focuses on building relationships with his clients to assist them in working through the financial planning process. He has a wealth of knowledge in advising clients on accumulation and distribution retirement planning, investment/asset allocation planning, risk management, education planning, insurance planning, income tax planning, and estate planning.

He works with his clients to facilitate their financial vision by first prioritizing and focusing on their most relevant goals and objectives then incorporating those goals into comprehensive and customized financial strategies, allowing the clients to feel confident in their financial future.

He is currently building a business and a family in Austin, TX with his wife. His hobbies include cycling and mountain biking, exploring various culinary options both at home and from the local restaurants and generally enjoying the outdoor lifestyle of an Austinite.

Insurance and Securities Licenses: TX, CA, FL, AZ. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial

Specialties: Financial Planning, Investments, Retirement Accounts, Life Insurance, Annuities, Long Term Care Insurance, Disability Income Insurance, Financial Consulting

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances