![Chris Costello](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Chris Kyle Costello is the founder of two companies.
The Retirement Planning Group, Inc. was founded in 2004, where he held the titles of President, Principal & Senior Wealth Manager until 2021.
Blooom, Inc. was founded in 2013, where he held the title of Executive Chairman & Investment Advisor until 2022.
Mr. Costello's former jobs include being a Principal at UBS Financial Services, Inc. from 1997 to 2001, and a Financial Advisor at Wachovia Securities LLC from 2001 to 2004.
Mr. Costello received his undergraduate degree from the University of Kansas in 1995.
Anciens postes connus de Chris Costello
| Sociétés | Poste | Fin |
|---|---|---|
Blooom, Inc.
 Blooom, Inc. Investment ManagersFinance blooom aims to help clients create, implement and execute investment portfolios that are designed to build and preserve their wealth during the accumulation phase of life. The firm’s investment strategy involves the selection of mutual funds and exchange traded funds (ETFs) for its clients’ portfolio based upon the investment options offered in their employer sponsored retirement plan(s) or IRA. This is done using various means of research and analysis available through their web-based application. They primarily use well-diversified portfolios of an allocation designed to be in line with client’s age and time to retirement given the options available in their ESRA or IRA. blooom attempts to primarily use indexed mutual funds and ETFs when available within the ESRA fund menu. | Directeur Général | 21/02/2018 |
The Retirement Planning Group, Inc.
 The Retirement Planning Group, Inc. Investment ManagersFinance TRPG’s investment strategy involves chiefly the selection of mutual funds and exchange traded funds (ETFs) for their clients’ portfolios. The firm primarily uses well-diversified portfolios of an allocation designed to be in line with a client’s expressed capacity for risk. They mainly use passively managed funds, but in some instances, they use actively management funds. | Fondateur | 01/01/2021 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/01/2004 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 30/10/2001 |
Formation de Chris Costello
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance TRPG’s investment strategy involves chiefly the selection of mutual funds and exchange traded funds (ETFs) for their clients’ portfolios. The firm primarily uses well-diversified portfolios of an allocation designed to be in line with a client’s expressed capacity for risk. They mainly use passively managed funds, but in some instances, they use actively management funds. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blooom, Inc.
Blooom, Inc. Investment ManagersFinance blooom aims to help clients create, implement and execute investment portfolios that are designed to build and preserve their wealth during the accumulation phase of life. The firm’s investment strategy involves the selection of mutual funds and exchange traded funds (ETFs) for its clients’ portfolio based upon the investment options offered in their employer sponsored retirement plan(s) or IRA. This is done using various means of research and analysis available through their web-based application. They primarily use well-diversified portfolios of an allocation designed to be in line with client’s age and time to retirement given the options available in their ESRA or IRA. blooom attempts to primarily use indexed mutual funds and ETFs when available within the ESRA fund menu. | Finance |
