Christopher Troseth has been an investment adviser representative at The Watchman Group since January 2013, and is not listed among the firm’s executive officers or direct owners. Christopher Troseth holds a Bachelor of Arts in History from the University of Texas at Dallas.
The Watchman Group, Inc. is a Plano, TX firm with $640M under management, 266 clients and 4 advisers in one office, as of its March 2026 filing.
Christopher Troseth is Partner and Director of Financial Planning of The Watchman Group. He leads the firm's financial planning efforts, assisting clients directly in the areas of estate, retirement, tax planning, charitable giving, insurance and investment planning. He has over 25 years of experience in the investment industry and joined the firm in 2013.
Christopher Troseth’s longest registration was 15 years at Investors Asset Management, Inc. (1997–2013). Before joining The Watchman Group in 2013, Christopher Troseth was registered through Investors Asset Management, Inc.
- The Watchman Group, Inc.Current– present · 13 yearsPlano, TX · Adviser representative · Firm CRD 133690
- Investors Asset Management, Inc.– · 15 yearsPlano, TX · Adviser representative · Firm CRD 111462
Professional designations
Listed by The Watchman Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Troseth is registered as an investment adviser representative in 2 states. Each was approved in January 2013.
- LouisianaSince 18 January 2013
- TexasSince 18 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 1995 |
| Series 7 | General Securities Representative Examination | 6 December 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Therrell Troseth
- CRD
- 1836618
- Firm
- The Watchman Group · CRD 133690
- Office
- 5045 LORIMAR DRIVE, SUITE 200, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- watchmangroup.com
Where does Christopher Troseth work?
Christopher Troseth is an investment adviser representative registered through The Watchman Group, Inc. since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Troseth a financial advisor?
Yes. Christopher Troseth has a current investment-adviser registration in Louisiana and Texas, through The Watchman Group since January 2013.
How many years of experience does Christopher Troseth have?
Christopher Troseth has 29 years in the financial industry, since March 1997, across 2 adviser firms.
What exams has Christopher Troseth passed?
Christopher Troseth has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1994.
Where did Christopher Troseth work before The Watchman Group?
Before The Watchman Group, Christopher Troseth was registered through Investors Asset Management, Inc., March 1997 to January 2013.
Where is Christopher Troseth based?
Christopher Troseth’s registered office is in Plano, TX.
Is Christopher Troseth registered with FINRA?
No. Christopher Troseth has no current broker registration.
Is Christopher Troseth a CFP?
The Watchman Group lists Christopher Troseth with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Christopher Troseth, CFP® biography, watchmangroup.com
How can I verify Christopher Troseth’s record?
Search CRD 1836618 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Troseth’s full registration record.