Christopher W. Ferguson
Professional summary
Christopher Wayne Ferguson is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Overland Park, Kansas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Wayne Ferguson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2020 - Present
VISIONARY WEALTH ADVISORS, LLC
Office #1: 7600 W. 110th Street Suite 200, Overland Park, KS 66210November 30, 2016 - April 6, 2020
EDELMAN FINANCIAL ENGINES
August 18, 2004 - November 30, 2016
FINANCIAL ENGINES ADVISOR CENTER, LLC
November 4, 1999 - February 23, 2004
AMERICAN CENTURY INVESTMENT SERVICES INC.
August 18, 1994 - September 18, 1995
WADDELL & REED
Primary Firm SEC Registration
VISIONARY WEALTH ADVISORS, LLC
CRD#: 169610 / SEC#: 801-78788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2020)
Exams
Current Firm
VISIONARY WEALTH ADVISORS, LLC
CRD#: 169610 / SEC#: 801-78788
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,262 |
| AUM (Assets Under Management) | $ 2,857,606,496 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2023 | ||
| 10/12/2023 | ||
| 12/14/2022 |
Red Flags
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