Christopher
Wise

Mutual Advisors, LLC

CRD#6418346
Investment Advisor
in Kingwood, TX

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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

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1801 Kingwood Dr Ste 160
Kingwood, TX 77339

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

TX Average: $1,978,216,465
Total Number of Employees

255

TX Average: 226
Total Number of Accounts

20,381

TX Average: 7,467
Average Account Size

$340,863

TX Average: $264,928

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

2019 - Present (5 years)

Fulcrum Equity Management, LLC Dba Wfg Kingwood

2019 - Present (5 years)

Mutual Securities, Inc

2019 - Present (5 years)

Mutual Advisors, LLC

2018 - 2019 (1 year)

Wfg Of Kingwood

2017 - 2018 (1 year)

Colony Northstar

2016 - 2017 (1 year)

Jackson National Life

2016 - 2016 (< 1 year)

Curian Capital, LLC

2015 - 2016 (1 year)

Wfg Advisors, Lp

2014 - 2016 (2 years)

Wfg Investments

2014 - 2016 (2 years)

Wfg Of Kingwood

2014 - 2016 (2 years)

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

Chad Opel
Edwardsville, IL
Jacob Gall
Chesterfield, MO
Bradley Laninga
Allendale, MI
Thomas Weed
Vancouver, WA
Lisa Oconnor
Camarillo, CA
Christopher Wise
Kingwood, TX
James Mulzer
Colorado Springs, CO
Brian Kearns
Evanston, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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