Chris Breitenbach Email & Phone Number

St. Charles Il

We apply our intellectual resources and financial acumen toward helping to manage, preserve and enhance your wealth. From financial planning to investment management, we believe you will find that global perspective,unique team approach, and experience distinguishes us from other firms.

​The quality of your advisor relationship is also accentuated through the affiliation with our broker/dealer and clearing partner LPL Financial. As the nation’s largest independent broker/dealer (As reported in Financial Planning Magazine, 1996-2015, based on total revenue), LPL Financial provides the advisors of OnPath Financial with leading-edge tools, independent investment research, and dedicated support. For over forty years, one of the keys to the success of LPL Financial has been an uncompromising commitment to comprehensive investment strategies.

****Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and OnPath Financial are separate entities from LPL Financial.****
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit www.onpathfinancial.com

Geneva, Il

When Chris began at CB3, it was as an assistant advisor to the firm's lead advisor. He was able to learn how to run a practice and was able to use this time to gain experience, receive valuable insight, and study the business from the inside out. After a short time, he was able to build his own book of business and began helping his clients with the many aspects of financial planning and investing. Teaching retirement classes at nearby civic centers allowed him to spread his passion for financial security and help educate those about the need to plan for the future. Chris values the time spent as CB3, where he rose from a junior advisor, to the second largest producer at the firm. He is proud to say he would not be where he was today without all he learned while part of CB3. Financial Plan Presentations, Client Review Meetings, Investment Selection, Asset Monitoring, Client Relationship Servicing, Educational Speaking

Financial Planning And Services

Asociates Degree, Liberal Arts And Sciences/Liberal Studies

Activities and Societies: Presidential Honor Role

Education record

Activities and Societies: Football, Cross Country, Concert Band, Jazz Ensemble,