Christopher Bakken

Client Service Specialist

Christopher has a strong foundation in finance and enjoys working with advisors who truly care about their clients. He earned his degree in Finance from the University of Wisconsin–Madison and has completed the required coursework for the CFP® designation. He is currently preparing to sit for the CFP® exam in March 2026 while working through the experience requirements.

Christopher strives to make advisors’ lives easier so they can focus on what matters most, providing their clients with the best possible service. He goes above and beyond not only to deliver high-quality support, but also to identify system, operational, and workflow improvements that create greater consistency, accuracy, and efficiency.

Born and raised in Wisconsin, Christopher enjoys staying active and spending time outdoors. In his free time, you’ll often find him golfing, skiing, hunting, or spending time on the water. He’s a Wisconsin sports fan through and through, cheering on the Packers, Brewers, and Badgers whenever he gets the chance.