Chris Berkel has been an investment adviser representative at Cirrus Capital since April 2022, and is not listed among the firm’s executive officers or direct owners.
Cirrus Capital LLC is a Bloomfield Hills, MI firm with $170M under management, 333 clients and 5 advisers across 3 offices, as of its August 2026 filing.
Chris Berkel’s longest registration is the current one, 4 years at Cirrus Capital since 2022. Before joining Cirrus Capital in 2022, Chris Berkel was registered through Fundteq.
- Fundteq– · 2 yearsEdmond, OK · Adviser representative · Firm CRD 269857
Investment adviser representative registrations
Chris Berkel is registered as an investment adviser representative in Oklahoma, since April 2022.
- OklahomaSince 29 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Chris Shawn Berkel
- CRD
- 4989701
- Firm
- Cirrus Capital · CRD 288297
- Office
- 2309 S. KELLY AVE, SUITE 100, Edmond, OK 73013
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Chris Berkel work?
Chris Berkel is an investment adviser representative registered through Cirrus Capital LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chris Berkel a financial advisor?
Yes. Chris Berkel has a current investment-adviser registration in Oklahoma, through Cirrus Capital since April 2022.
How many years of experience does Chris Berkel have?
Chris Berkel has 5 years in the financial industry, since April 2021, across 2 adviser firms.
What exams has Chris Berkel passed?
Chris Berkel has passed 2 licensing exams: the Series 63 and Series 65. The earliest, the Series 63, was passed in November 2006.
Where is Chris Berkel based?
Chris Berkel’s registered office is in Edmond, OK.
Is Chris Berkel registered with FINRA?
No. Chris Berkel has no current broker registration.
How can I verify Chris Berkel’s record?
Search CRD 4989701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chris Berkel’s full registration record.