Christopher P. Zehnder

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CRD#: 3213672

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Paul Zehnder, CFP® was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1999. Christopher had worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 1998

Experience

Past

May 23, 2023 - February 4, 2025

PAULSON WEALTH MANAGEMENT INC.

RIA

CRD#: 150374

West Palm Beach, FL

Past

January 3, 2001 - May 2, 2023

ZEHNDER WEALTH MANAGEMENT, LLC

RIA

CRD#: 142197

Saint Cloud, FL

Past

May 11, 1999 - December 14, 2000

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

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".

PAULSON WEALTH MANAGEMENT INC.

3RD STREAM PORTFOLIOS | ZEHNDER WEALTH MANAGEMENT | PWM LLC | PAULSON WEALTH MANAGEMENT LLC | PAULSON WEALTH MANAGEMENT INC.

CRD#: 150374 / SEC#: 801-109996

RIA

Registered Investment Advisory firm - (3/17/2017 Approved)

Alabama

Registered Investment Advisory firm - (12/28/2015 Terminated)

Georgia

Registered Investment Advisory firm - (3/27/2017 Terminated)

Illinois

Registered Investment Advisory firm - (3/17/2017 Terminated)

Michigan

Registered Investment Advisory firm - (4/12/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/28/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/7/1999

General Securities Representative Examination

Current Firm

PAULSON WEALTH MANAGEMENT INC.

3RD STREAM PORTFOLIOS | ZEHNDER WEALTH MANAGEMENT | PWM LLC | PAULSON WEALTH MANAGEMENT LLC | PAULSON WEALTH MANAGEMENT INC.

CRD#: 150374 / SEC#: 801-109996

RIA

Registered Investment Advisory firm - (3/17/2017 Approved)

Alabama

Registered Investment Advisory firm - (12/28/2015 Terminated)

Georgia

Registered Investment Advisory firm - (3/27/2017 Terminated)

Illinois

Registered Investment Advisory firm - (3/17/2017 Terminated)

Michigan

Registered Investment Advisory firm - (4/12/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2017 Terminated)

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Contact information

Main Address

222 Lakeview Ave Suite 800, West Palm Beach, FL 33401

Mailing Address

Phone number

(407) 957-0074

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (6/19/2025)

FORM ADV PART 2A APPENDIX 1 (5/7/2025)

Regulatory assets under management

Total Number of Accounts	1,616
AUM (Assets Under Management)	$ 503,802,348

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.

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Christopher P. Zehnder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PAULSON WEALTH MANAGEMENT INC.

ZEHNDER WEALTH MANAGEMENT, LLC

QUEST CAPITAL STRATEGIES, INC.

Primary Firm SEC Registration

PAULSON WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/28/1999

Series 7

Date: 5/7/1999

Current Firm

PAULSON WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAULSON WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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