AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CW

Christopher Keith Wilkinson

SHAREBUILDER 401K
Richmond, VA
·CRD# 2749952·30 years experience

Professional Summary

Christopher Keith Wilkinson, who also goes by Chris Wilkinson, Christopher Wilkinson, is a registered financial advisor currently at SHAREBUILDER 401K located in Richmond, Virginia. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Wilkinson, Christopher Wilkinson

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

SHAREBUILDER 401K·CRD# 300537
RIA
Richmond, VA
April 19, 2023 - Present
SHAREBUILDER 401K·CRD# 300537
RIA
Richmond, VA
August 2, 2019 - April 18, 2022
CAPITAL ONE ADVISORS, LLC·CRD# 136865
RIA
Glen Allen, VA
January 28, 2015 - August 1, 2019
CAPITAL ONE INVESTING, LLC·CRD# 45744
BD
Mclean, VA
January 2, 2015 - June 12, 2019
CAPITAL ONE FINANCIAL ADVISORS LLC·CRD# 127236
RIA
Melville, NY
February 14, 2013 - January 28, 2015
CAPITAL ONE INVESTMENT SERVICES LLC·CRD# 25658
BD
Mclean, VA
February 14, 2013 - January 2, 2015
SPIRE SECURITIES, LLC·CRD# 144131
BD
Mclean, VA
November 17, 2011 - August 29, 2012
SPIRE WEALTH MANAGEMENT, LLC·CRD# 113908
RIA
Mclean, VA
October 25, 2011 - August 29, 2012
LPL FINANCIAL LLC·CRD# 6413
RIA
Glen Allen, VA
May 25, 2010 - September 13, 2010
LPL FINANCIAL LLC·CRD# 6413
BD
Glen Allen, VA
May 25, 2010 - September 13, 2010
GIRARD SECURITIES, INC.·CRD# 18697
RIA
Newport News, VA
May 12, 2010 - May 17, 2010
GIRARD SECURITIES, INC.·CRD# 18697
BD
Newport News, VA
May 10, 2010 - May 17, 2010
MICG INVESTMENT MANAGEMENT, LLC·CRD# 104028
RIA
Richmond, VA
December 8, 2009 - May 7, 2010
MICG INVESTMENT MANAGEMENT, LLC·CRD# 104028
BD
Richmond, VA
December 8, 2009 - May 7, 2010
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Richmond, VA
March 21, 2008 - January 6, 2009
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Richmond, VA
March 11, 2008 - January 6, 2009
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Richmond, VA
February 3, 2006 - July 11, 2007
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Richmond, VA
February 3, 2006 - July 11, 2007
BB&T INVESTMENT SERVICES, INC.·CRD# 33856
RIA
Charlotte, NC
February 16, 2005 - October 24, 2005
BB&T INVESTMENT SERVICES, INC.·CRD# 33856
BD
Charlotte, NC
February 16, 2005 - October 24, 2005
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Richmond, VA
October 1, 1999 - January 6, 2005
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
October 1, 1999 - January 6, 2005
FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124
BD
Charlotte, NC
October 9, 1998 - October 1, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
July 11, 1996 - October 16, 1998

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

S4
SHAREBUILDER 401K

SHAREBUILDER 401K | SHAREBUILDER ADVISORS, LLC

CRD#: 300537 / SEC#: 801-115195
RIA
Registered Investment Advisory firm - SEC (5/3/2019 Approved)

Contact Information

Main Address

801 Second Ave Suite 1400, Seattle, WA 98104

Mailing Address

801 Second Ave Suite 1400, Seattle, WA 98104

Phone Number

(425) 213-9035

# of Employees

35

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SBA ADV II JUNE 2025 (6/8/2026)

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2026Cover PageReport

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
S4
SHAREBUILDER 401K

SHAREBUILDER 401K | SHAREBUILDER ADVISORS, LLC

CRD#: 300537 / SEC#: 801-115195
RIA
Registered Investment Advisory firm - SEC (5/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Virginia
(4/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1996About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Dec 2008About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Nov 2008About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Oct 2006About the Series 24 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Keith Wilkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
CW
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required