CW
CFP
CW
CFP

Christopher Wise

9 Years of Experience
Kingwood, TX
BrokerSells Insurance

Christopher Wise is a CFP-designated registered investment advisor, based in Kingwood, TX, with 9 years of industry experience.

Location

1801 Kingwood Dr, Ste 160, Kingwood, TX, 77339

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including personal training (currently inactive), operating Alive & Well (music production/entertainment), managing Wise Capital Partners LLC, serving as CMO for SBA Loan Guy, and managing Wise Up Ventures LLC (a holding company). Christopher also works as an independent insurance agent using life insurance products for various planning purposes.

Employment History
Current Registrations
Mutual Advisors, LLC
April 2019 - Present · 7 yrs 1 mo
Mutual Securities, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Mutual Securities, INC.
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Fulcrumeq
January 2019 - April 2019 · 3 mos
Northstar Securities, LLCBroker
August 2017 - May 2018 · 9 mos
Jackson National Life Distributors LLCBroker
January 2016 - March 2017 · 1 yr 2 mos
Curian Capital, LLC
January 2016 - March 2016 · 2 mos
Wfg Advisors, LP
October 2015 - January 2016 · 3 mos
Wfg Investments, INC.Broker
July 2015 - January 2016 · 6 mos
State Registrations9 states
CACOFLLAMAOHSCTXUT
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.