Christopher
Wise
Mutual Advisors, LLC
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About this Advisor
Christopher Wise is a financial advisor based in Kingwood, Texas, working with Mutual Advisors, LLC. Christopher has previously held positions at Wfg Investments, Wfg Of Kingwood, Jackson National Life, Curian Capital, LLC, Wfg Advisors, Lp, Colony Northstar, Williams Financial Group Of Kingwood, Fulcrum Equity Management, LLC Dba Wfg Kingwood, Mutual Securities, Inc, and Mutual Advisors, LLC. Christopher has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Christopher is part of Mutual Advisors, LLC, which operates out of Kingwood, Texas. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Christopher Wise Work History
Fulcrum Equity Management, LLC Dba Wfg Kingwood
Mutual Securities, Inc
Mutual Advisors, LLC
Wfg Of Kingwood
Colony Northstar
Jackson National Life
Curian Capital, LLC
Wfg Advisors, Lp
Wfg Investments
Wfg Of Kingwood
Williams Financial Group Of Kingwood
Disclosures
Please visit the SEC profile of Christopher Wise 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 Mutual Advisors, LLC
Sweetwater, TX
Chesterfield, MO
Chesterfield, MO
Kingwood, TX
Scottsdale, AZ
Camarillo, CA
Vancouver, WA
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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