Christopher
Wise
Mutual Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Wise is a certified financial planner operating out of Kingwood, Texas with a total of 4 years of industry experience. Wise is an advisor for Mutual Advisors, LLC. During their career, the advisor has held roles at Sam'S Club, Texas State University, 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. Wise has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Mutual Advisors, LLC is a financial advisory firm that has its headquarters in Casper, WY. The firm has offices in 71 locations and a total of 262 employees. It oversees $5 billion in total assets among its 20,842 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 20,842 customer accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. Mutual Advisors, LLC performs a number of services, such as 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. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by Mutual Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
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
Christopher has been registered as a financial advisor for 4 years.*
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
Sam'S Club
Texas State University
Texas State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Hartford, CT
Saint Louis, MO
Vancouver, WA
Morristown, NJ
Cincinnati, OH
San Antonio, TX
Camarillo, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
