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Chris Schroeder | Claris Advisors

Christopher C. Schroeder, MBA, ChFC, CLU, CRPS, LUTCF

Wealth Advisor, Claris
| Connect with Christopher
  • Wealth Management
  • Portfolio Management
  • Business Transition Planning
  • Retirement Plans
  • Tax Qualified Investing

Professional Profile

Chris is a Wealth Advisor at Claris Advisors, LLC, an affiliate of Anders, with over 25 years of wealth management and advisory experience. He serves as a trusted advisor for current and new Claris clients in all aspects of wealth management. Chris has a depth of client advisory experience and helps develop new business and continue the growth of Claris. Claris’s planning-first mentality and role as a fiduciary is important to Chris, and he ensures clients can continue to Understand, Invest and Relax with Claris.

Joined the firm in 2020

Education & Certifications

  • Chartered Financial Consultant (ChFC), The American College of Financial Services
  • Chartered Life Underwriter (CLU), The American College of Financial Services
  • Chartered Retirement Plan Specialist (CRPS), College for Financial Planning
  • Life Underwriter Training Council Fellow (LUTCF), College for Financial Planning and the National Association of Insurance and Financial Advisors
  • MBA, Indiana Wesleyan University, Marion, IN
  • B.S., Business, Management and Marketing, Southern Illinois University, Edwardsville, IL

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