Christopher William Rowen
Professional Summary
Christopher William Rowen was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 1998 - 2016. Christopher had worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 86, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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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.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC
Contact Information
Main Address
2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328Phone Number
(678) 322-3000# of Employees
13SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
484AUM (Assets Under Management)
$583,630,141Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/22/2026 | Cover Page | Report |
| 07/16/2025 | Cover Page | Report |
| 08/06/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Aug 2004About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary)
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