Don't just chase your dreams

Let us help you plot a path!

Choose to work with Chris J. Korte, B.Ed. CFP® and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Meet My Team

Chris J. Korte, B.Ed. - CFP®

Certified Financial Planner®

Teresa Krammer

Licensed Assistant

Our Team

Chris has been our families' financial planner for over 5 years

Chris has been our families' financial planner for over 5 years now. He has delivered professional advice on investment planning, retirement planning, ways to pay less income tax & life insurance. He works closely with our accountant and lawyer to keep our financial plan on track. Chris's ability to educate us on our planning superexceeds any expectations I have regarding financial planners. He is very smart, honest, trustworthy, loyal, and just gets customer service. - Crystal Mamchur, iMortgage Solutions

He has been invaluable to me and I have recommended him to numerous friends

Chris Korte has been my financial advisor since 2007. During this time, I have been impressed by his diligence, intelligence, and concern for my financial situation. He has given me great advice and helped me build a successful portfolio. He is a man of integrity and strong moral character. He always has time for my questions. He has been invaluable to me and I have recommended him to numerous friends and colleagues. It is a pleasure working with him. - Lana Wilkins