George H. Wideman

CAHABA WEALTH MANAGEMENT

BIRMINGHAM, AL 35243

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CRD#: 2982747

Professional summary

George Henry Wideman, CFP®, who also goes by Henry Wideman, is a registered financial advisor currently at CAHABA WEALTH MANAGEMENT, INC. located in Birmingham, Alabama.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. George has worked at 10 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Henry Wideman

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.

10/2023 Artist Clarity, Inc. ; Business Management; Non Investment Related; Partner; Currently no time spent; Artist Clarity, Inc is Business Management. Including Payroll, Bill Pay, Invoice Management, Collections and Planning..

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Henry Wideman'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: 2004

Experience

Current

March 29, 2012 - Present

CAHABA WEALTH MANAGEMENT, INC.

Office #1: 3800 Colonnade Parkway Suite 630, Birmingham, AL 35243Office #2: 1222 Demonbreun Street Suite 1225, Nashville, TN 37203

RIA

CRD#: 151675

BIRMINGHAM, AL

Past

November 30, 2010 - March 20, 2012

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

BIRMINGHAM, AL

Past

April 29, 2003 - July 20, 2007

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

BIRMINGHAM, AL

Past

August 1, 2001 - March 20, 2012

SYNOVUS SECURITIES, INC.

CRD#: 14023

BIRMINGHAM, AL

Past

February 23, 2001 - May 24, 2001

ROBERT ANDREW SECURITIES, INC.

CRD#: 44566

ATLANTA, GA

Past

June 26, 2000 - December 31, 2010

CREATIVE FINANCIAL GROUP LTD

RIA

CRD#: 105617

BIRMINGHAM, AL

Past

June 15, 2000 - January 31, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 15, 2000 - January 31, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

September 28, 1999 - May 12, 2000

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 1, 1998 - November 19, 1998

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 22, 1998 - January 23, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 22, 1998 - January 23, 1998

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

CAHABA WEALTH MANAGEMENT, INC.

CAHABA WEALTH MANAGEMENT | CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675 / SEC#: 801-70837

RIA

Registered Investment Advisory firm - (11/23/2009 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.

Highlighted states indicate IAR registrations

IAR

Alabama
(3/29/2012)

IAR

Georgia
(8/14/2012)

IAR

Tennessee
(11/20/2023)

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

State Security Law Exam

Series 63

Date: 7/28/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/7/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAHABA WEALTH MANAGEMENT, INC.

CAHABA WEALTH MANAGEMENT | CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675 / SEC#: 801-70837

RIA

Registered Investment Advisory firm - (11/23/2009 Approved)

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Contact information

Main Address

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309

Mailing Address

Phone number

(404) 549-7678

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHABA WEALTH MANAGEMENT COMPLETE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	850
AUM (Assets Under Management)	$ 1,641,225,754

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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George H. Wideman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Henry Wideman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

ROBERT ANDREW SECURITIES, INC.

CREATIVE FINANCIAL GROUP LTD

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FSC SECURITIES CORPORATION

CETERA WEALTH SERVICES, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CAHABA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/28/1998

Series 7

Date: 2/7/2000

Series 6

Date: 1/20/1998

Current Firm

CAHABA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAHABA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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