Advisor at Wolfstone Wealth
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Firm
Wolfstone Wealth
Location
Wheaton, IL 60189
Credentials
Series 63, Series 65
Industry experience
23 years
Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.
Based on Wolfstone Wealth
Based on Wolfstone Wealth
Up to 1.5% annually, negotiated
Minimum fee: Financial planning fees range from $2,000 to $5,000, negotiated
25 W 740 Wenona Ln.
Wheaton, IL 60189
Illinois
Wolfstone Wealth, LLC
2023 - Present (3 years)
U.S. Bancorp Investments, Inc.
2011 - 2023 (12 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Other specialized services
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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