Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
6yrs
Christopher Bartkowski
Full name on record: Christopher Stanley Bartkowski
Financial advisor at Summit Financial Strategies
Christopher Bartkowski has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Columbus, Ohio. Christopher has been with Summit Financial Strategies since 2024; before that, Christopher spent a year at Corient and two years at Budros, Ruhlin & ROE. Christopher’s designations include CFA and CFP®.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office4111 Worth Ave. #510, Columbus, OH 43219
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$2.24 million
Advisors at the firm20
States licensed ?1 state
Services through Summit Financial Strategies
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowSummit Financial Strategies Inc.Current firm
- Nov 2022 – Sep 2023CorientPreviously
- 2020 – 2023Budros, Ruhlin & ROEPreviously
Contact Christopher
(614) 885-1115Summit Financial Strategies main office 4111 Worth Ave. #510Columbus, OH 43219Office · Get directions LinkedIn pageSummit Financial Strategies
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Summit Financial Strategies at (614) 885-1115 and ask for Christopher Bartkowski. Christopher works from the Columbus, OH office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Christopher hold?
Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Summit Financial Strategies reports being paid by a percentage of the assets they manage, other fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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