CW
CW

Christopher Wayne

20 Years of Experience
St. Cloud, MN
BrokerSells Insurance

Christopher Wayne is a registered investment advisor at Lfa, based in St. Cloud, MN, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 518 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
518 clients
Average Client Portfolio
$679K average
Assets Under Management
$351.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M0.50%
$5M+0.25%

Advisory fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1219 - 33rd Street South, St. Cloud, MN, 56301

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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.

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Other Business ActivitiesSells Insurance

Christopher is involved with Boy Scouts of America, Laraway Financial Advisors as President/CEO/IAR, CentraCare investment committee, and St Cloud Crush Lacrosse Booster Club. He is also an independent insurance agent for various independent insurance companies.

Employment History
Current Registrations
Lfa
January 2014 - Present · 12 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
August 2005 - January 2014 · 8 yrs 5 mos
State Registrations13 states
AZCOFLMNMTNCNJNMNVSCSDTXWI
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.