Chief Compliance Officer · Truemark Investments
Kelly M. Christopher
CRD 6000499 · Named on Form ADV at 12 SEC-registered advisers
At a glance
Truemark Investments, an SEC-registered asset manager based in Chicago, IL with $1.4 billion in regulatory assets, lists Kelly M. Christopher on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Kelly at 11 other registered advisers.
Firms and roles
- Truemark InvestmentsChief Compliance OfficerAsset manager · Chicago, IL · $1.4B in regulatory assets
- J.E. Simmons & Co., P.C.Chief Compliance OfficerAsset manager · Dallas, TX · $213M in regulatory assets
- Impact Retirement AdvisorsChief Compliance OfficerAsset manager · United States · $828M in regulatory assets
- Aurdan Capital Management, LLCChief Compliance OfficerWealth manager · Wayne, PA · $526M in regulatory assets
- Winthrop Partners - WNY, LLCChief Compliance OfficerWealth manager · Orchard, NY · $186M in regulatory assets
- Long Short Advisors, LLCChief Compliance OfficerAsset manager · Palm Beach Gardens, FL · $154M in regulatory assets
- 1015 Capital Partners, LLCChief Compliance OfficerWealth manager · United States · $150M in regulatory assets
- Significant Wealth Partners LLCChief Compliance OfficerWealth manager · Cary, IL · $126M in regulatory assets
- Winthrop Partners - EPA, LLCChief Compliance OfficerWealth manager · Orchard, NY · $82M in regulatory assets
- Even Herd LLCChief Compliance OfficerAsset manager · Oklahoma City, OK · $56M in regulatory assets
- Winthrop Partners - WPA , LLCChief Compliance OfficerWealth manager · Orchard, NY · $44M in regulatory assets
- Kingsbarn Capital ManagementChief Compliance OfficerAsset manager · LAS Vegas, NV · $6M in regulatory assets
AtlasMembers
Kelly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 12 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (17)
- Michael N. LoukasCEO, Truemark Investments
- Jack E. SimmonsPresident, J.E. Simmons & Co., P.C.
- Kyle E. SimmonsShareholder, J.E. Simmons & Co., P.C.
- Todd A. MathisonFounder and CEO, Impact Retirement Advisors
- Eric M. HildenbrandCo-Owner, Aurdan Capital Management, LLC
12 more people named with Kelly on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.