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WC

Wade T. Chapman

CFS WEALTH MANAGEMENT
Macon, GA 31210
Some features on this profile are disabled
CRD#: 2852176
WC

Professional summary

Wade Timothy Chapman is a registered financial advisor currently at CFS WEALTH MANAGEMENT located in Macon, Georgia.

Wade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Wade has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
INSURANCE BUSINESS UNDER CFS WEALTH MANAGEMENT,INVESTMENT RELATED,1515 Bass Rd, Suite D MACON, GA 31210; INSURANCE BUSINESS; AGENT; START DATE 12/05; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS. Mr. Chapman is also the executor / trustee for persons who are not investment advisory clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wade Timothy Chapman'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®
None

Experience

Current

March 31, 2008 - Present

CFS WEALTH MANAGEMENT

Office #1: 1515 Bass Road Suite D, Macon, GA 31210
RIA
CRD#: 135579
Macon, GA
Past

February 15, 2008 - June 16, 2008

CHAPMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 145984
MACON, GA
Past

December 2, 2005 - May 16, 2013

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
MACON, GA
Past

June 2, 2005 - March 14, 2008

CFS WEALTH MANAGEMENT

RIA
CRD#: 135579
MACON, GA
Past

August 2, 2004 - December 5, 2005

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
MACON, GA
Past

December 10, 1998 - December 5, 2005

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
MACON, GA
Past

February 19, 1997 - January 5, 1999

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

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".
CW
CFS WEALTH MANAGEMENT
CFS WEALTH MANAGEMENT | CHAPMAN WEALTH MANAGEMENT, L.L.C. | CHAPMAN FINANCIAL SERVICES | CFS WEALTH MANAGEMENT, LLC

CRD#: 135579 / SEC#: 801-130591

RIA
Registered Investment Advisory firm - (7/2/2024 Approved)
Florida
Registered Investment Advisory firm - (3/25/2015 Approved)
Georgia
Registered Investment Advisory firm - (2/6/2015 Approved)
Texas
Registered Investment Advisory firm - (2/11/2015 Conditional Restricted)

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
Florida
(12/3/2010)
IAR
Georgia
(3/31/2008)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/20/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/31/1999
General Securities Principal Examination

Current Firm

CW
CFS WEALTH MANAGEMENT
CFS WEALTH MANAGEMENT | CHAPMAN WEALTH MANAGEMENT, L.L.C. | CHAPMAN FINANCIAL SERVICES | CFS WEALTH MANAGEMENT, LLC

CRD#: 135579 / SEC#: 801-130591

RIA
Registered Investment Advisory firm - (7/2/2024 Approved)
Florida
Registered Investment Advisory firm - (3/25/2015 Approved)
Georgia
Registered Investment Advisory firm - (2/6/2015 Approved)
Texas
Registered Investment Advisory firm - (2/11/2015 Conditional Restricted)
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Contact information

Main Address
1515 Bass Road Suite D, Macon, GA 31210
Mailing Address
Phone number
(478) 471-1875
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B FOR ADVISORY REPRESENTATIVES AND SOLICITORS (8/14/2025)
FORM ADV PART 2A CFS WEALTH MANAGEMENT, LLC (8/14/2025)
FORM CRS (3/28/2025)

Regulatory assets under management

Total Number of Accounts457
AUM (Assets Under Management)$ 158,728,705

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.

Company Information

CFS WEALTH MANAGEMENT

CRD#: 135579Macon, GA 31210

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Contact information

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