Christopher Bakken, CFP® Candidate

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 is a CFP® candidate. He has passed the exam and is working the hours now to complete the requirements to earn the designation.

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.

Two runners, a woman and a man, smiling and showing medals after a race, surrounded by people outdoors on a cloudy day.
Two young men in outdoor jackets and pants standing on rocky terrain with mountain range and water in the background on a cloudy day.
Left side shows a nighttime view of a football stadium with a game in progress, featuring players on the field, spectators in the stands, and a large screen displaying the game. Right side shows two men taking a selfie indoors, wearing Wisconsin Badg
Seven young men in graduation gowns and caps standing outdoors on a sidewalk, with some holding diplomas and a water bottle. They are smiling and celebrating graduation.
Two fans posing at Lambeau Field during a Green Bay Packers game, with the field and crowd in the background.
Two men in ski gear taking a selfie on a snowy mountain with a large lake and snow-covered mountains in the background.
Smiling man wearing sunglasses sitting at a beachside bar near the ocean with a view of the sky and clouds.