CW
CW

Christopher Wendland

27 Years of Experience
Fort Myers, FL
BrokerSells Insurance

Christopher Wendland is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

Fort Myers, FL

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher operates Wendland Wealth Management as a DBA for his LPL business, dedicating about 10-20% of his time. He also sells non-variable insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
H. Beck, INC.
September 2011 - April 2021 · 9 yrs 7 mos
Grove Point Investments, LLCBroker
September 2011 - May 2025 · 13 yrs 8 mos
Next Financial Group, INC.
February 2008 - September 2011 · 3 yrs 7 mos
Next Financial Group, INC.Broker
February 2008 - September 2011 · 3 yrs 7 mos
Northwestern Mutual Investment Services,llc
March 2006 - February 2008 · 1 yr 11 mos
Northwestern Mutual Investment Services, LLCBroker
February 2006 - February 2008 · 2 yrs
Allstate Financial Services, LLCBroker
December 2004 - January 2006 · 1 yr 1 mo
Vestpoint Securities, INC.Broker
May 2004 - November 2004 · 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 1998 - May 2004 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - May 2004 · 5 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Wendland - Financial Advisor | TrueAdvisor