Chanley M. Christman

QUEST WEALTH SOLUTIONS | Branch Owner

MANSFIELD, OH 44907

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CRD#: 2771126

Professional summary

Chanley Matthew Christman, CFP® is a registered financial advisor currently at QUEST WEALTH SOLUTIONS, INC. located in Mansfield, Ohio.

Chanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Chanley has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Comprehensive Financial Planning

Retirement Planning

Estate Planning

Tax Planning

Employee and Employer Plan Benefits

Education Planning

Investment Planning

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chanley Matthew Christman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 30, 2026 - Present

QUEST WEALTH SOLUTIONS, INC.

Office #1: 720 Lexington Avenue, Mansfield, OH 44907

RIA

CRD#: 341599

MANSFIELD, OH

Past

August 24, 2011 - July 2, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MANSFIELD, OH

Past

August 22, 2000 - December 6, 2011

PIERCE FINANCIAL PLANNING, INC.

RIA

CRD#: 119973

MANSFIELD, OH

Past

August 20, 1996 - July 2, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MANSFIELD, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/30/2026)

IAR

Texas
(6/30/2026)

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

State Security Law Exam

Series 63

Date: 12/31/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/1996

General Securities Representative Examination

Current Firm

QUEST WEALTH SOLUTIONS, INC.

QUEST WEALTH SOLUTIONS | QUEST WEALTH SOLUTIONS, INC.

CRD#: 341599 / SEC#: 801-136016

RIA

Registered Investment Advisory firm - (4/28/2026 120-Day Approval)

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Contact information

Main Address

720 Lexington Avenue, Mansfield, OH 44907

Mailing Address

Phone number

(419) 525-2525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUEST WEALTH SOLUTIONS, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/29/2026)

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Chanley M. Christman

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chanley Matthew Christman's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUEST WEALTH SOLUTIONS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PIERCE FINANCIAL PLANNING, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/31/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/19/1996

Current Firm

QUEST WEALTH SOLUTIONS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

QUEST WEALTH SOLUTIONS, INC.

TRUST BUT VERIFY

Contact information

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