CW
CFP
CW
CFP

Christopher Matthew Woodard

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
6,312 clients
Average Client Portfolio
$457K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Loading...

Location

614 West Bay St., Tampa, FL, 33606

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 →
Employment History
Current Registrations
Csenge Advisory Group, LLC
May 2023 - Present · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.