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Chris J. Held, Cfp®, Crps® Email & Phone Number
Managing Partner - Private Wealth Advisor
at
Element Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Partner - Private Wealth Advisor
Location
San Francisco Bay Area, United States
Who is Chris J. Held, Cfp®, Crps®? Overview
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Quick answer
Chris J. Held, Cfp®, Crps® is listed as Managing Partner - Private Wealth Advisor at Element Wealth Management, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Chris J. Held, Cfp®, Crps®.
Chris J. Held, Cfp®, Crps® previously worked as Portfolio Manager, Financial Advisor, Associate Vice President at Morgan Stanley and Financial Advisor, Associate Vice President at Wells Fargo Advisors. Chris J. Held, Cfp®, Crps® holds Bachelor Of Science (B.S.), Finance, General from San Francisco State University.
Company email context
Email format at Element Wealth Management
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Element Wealth Management
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Profile bio
About Chris J. Held, Cfp®, Crps®
My commitment is delivered through three core principles: 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠-𝐁𝐚𝐬𝐞𝐝 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 ∙
Current workplace
Chris J. Held, Cfp®, Crps®'s current company
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4 roles
Chris J. Held, Cfp®, Crps® work experience
A career timeline built from the work history available for this profile.
Managing Partner - Private Wealth Advisor
CurrentChris Held is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CRPS designation conferred by College for Financial Planning.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.
Mar 2019 - Present
Portfolio Manager, Financial Advisor, Associate Vice President
Licenses and Certifications:General Securities License - Series 7 Uniform Combined State Law - Series 66CA Insurance License #0E56816CERTIFIED FINANCIAL PLANNER™ - CFP®Chartered Retirement Plans Specialist℠ - CRPS®NMLS#: 1272863
May 2012 - 2019
Financial Advisor, Associate Vice President
Apr 2004 - Apr 2012
3 education records
Chris J. Held, Cfp®, Crps® education
Bachelor Of Science (B.S.), Finance, General
Undergraduate Studies/Finance
Education record
Robbinsdale Armstrong Senior High School
FAQ
Frequently asked questions about Chris J. Held, Cfp®, Crps®
Quick answers generated from the profile data available on this page.
What company does Chris J. Held, Cfp®, Crps® work for?
Chris J. Held, Cfp®, Crps® works for Element Wealth Management.
What is Chris J. Held, Cfp®, Crps®'s role at Element Wealth Management?
Chris J. Held, Cfp®, Crps® is listed as Managing Partner - Private Wealth Advisor at Element Wealth Management.
Where is Chris J. Held, Cfp®, Crps® based?
Chris J. Held, Cfp®, Crps® is based in San Francisco Bay Area, United States while working with Element Wealth Management.
What companies has Chris J. Held, Cfp®, Crps® worked for?
Chris J. Held, Cfp®, Crps® has worked for Element Wealth Management, Morgan Stanley, and Wells Fargo Advisors.
How can I contact Chris J. Held, Cfp®, Crps®?
You can use AeroLeads to view verified contact signals for Chris J. Held, Cfp®, Crps® at Element Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Chris J. Held, Cfp®, Crps® attend?
Chris J. Held, Cfp®, Crps® holds Bachelor Of Science (B.S.), Finance, General from San Francisco State University.
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