Christopher Allan Slyby
CFP®Professional Summary
Christopher Allan Slyby, CFP®, who also goes by Chris Slyby, is a registered financial advisor currently at WEALTH ADVISORS GROUP located in Fort Wayne, Indiana. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christopher has worked at 1 firm and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Allan Slyby, Chris Slyby
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
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
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
Current Firm
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP
Contact Information
Main Address
12726 Coldwater Road, Fort Wayne, IN 46845Phone Number
(260) 619-3100# of Employees
17SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,297AUM (Assets Under Management)
$1,342,010,836Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
Primary Firm SEC Registration
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP
State Registrations and Notice Filings
(9/27/2017)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1998About the Series 6 examSimilar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Allan Slyby's CRS (Customer Relationship Summary).
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DIWY FINANCIAL PLANNING
WAYPOINT INTELLIGENCE, LLC