Chris
Wakefield
Compass Advisory Partners LLC
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About this Advisor
Chris Wakefield is a financial advisor based in Cookeville, Tennessee, working with Compass Advisory Partners LLC. Chris has previously held positions at Partners Real Estate, Fsc Securities Corporation, Compass Advisory Partners, LLC, Lion Street Financial, LLC, and Csenge Advisory Group, LLC. Chris has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Chris is part of Compass Advisory Partners LLC, which operates out of Cookeville, Tennessee. The firm has 4 offices and 15 employees. The firm manages assets totaling $262.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Compass Advisory Partners LLC includes asset-based and hourly fees.
Certifications and Registrations
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Compass Advisory Partners LLC Brokerage Details
$262,536,905
15
1,309
$200,563
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chris Wakefield Work History
Lion Street Financial, LLC
Csenge Advisory Group, LLC
Compass Advisory Partners, LLC
Partners Real Estate
Fsc Securities Corporation
Disclosures
Please visit the SEC profile of Chris Wakefield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Advisory Partners LLC
Cookeville, TN
Clarksville, TN
Cookeville, TN
Clarksville, TN
Cookeville, TN
Cookeville, TN
Cookeville, TN
Cookeville, TN
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