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CM

Christopher Patrick Massman

INDEX WEALTH ADVISORS
OVERLAND PARK, KS
·CRD# 4847626·18 years registered

Professional Summary

Christopher Patrick Massman, who also goes by Chris Patrick Massman, is a registered financial advisor currently at INDEX WEALTH ADVISORS, LLC located in Overland Park, Kansas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 3 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Patrick Massman

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

18 years registered in the securities industry

Current & Past Employments

Current

INDEX WEALTH ADVISORS, LLCCurrent·CRD# 155628
RIA
5440 West 110th Street Suite 300, Overland Park, KS 66211
April 12, 2011 - Present

Past

VSR FINANCIAL SERVICES, INC.Past·CRD# 14503
RIA
Leawood, KS
August 4, 2009 - December 31, 2010
VSR FINANCIAL SERVICES, INC.Past·CRD# 14503
BD
Leawood, KS
July 17, 2009 - December 31, 2010
WADDELL & REEDPast·CRD# 866
RIA
Overland Park, KS
January 11, 2005 - June 10, 2005
WADDELL & REEDPast·CRD# 866
BD
Overland Park, KS
September 30, 2004 - June 10, 2005

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Current Firm

IW
INDEX WEALTH ADVISORS, LLC

INDEX PORTFOLIO SOLUTIONS, LLC | INDEX WEALTH ADVISORS, LLC

CRD#: 155628
Kansas
Registered Investment Advisory firm - Kansas (4/12/2011 Approved)
Missouri
Registered Investment Advisory firm - Missouri (4/15/2011 Approved)
Texas
Registered Investment Advisory firm - Texas (3/9/2026 Conditional Restricted)

Contact Information

Main Address

5440 West 110th Street Suite 300, Overland Park, KS 66211

Phone Number

(913) 897-0900

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

170

AUM (Assets Under Management)

$39,646,538

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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.

CARAVAN TRAILER, NOT INVESTMENT RELATED, 8901 NE BIRMINGHAM RD, KANSAS CITY, MO 64161, TRAILER SALES, SALESMAN, OCTOBER 2005, AVAILABLE (ON CALL) FULL-TIME DURING SECURITIES TRADING HOURS. CALLING ON TRANSPORTATION COMPANIES.

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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.
IAR
Kansas
(4/12/2011)
IAR
Missouri
(4/15/2011)
IAR
Texas
(3/9/2026)

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 66 — Uniform Combined State Law Examination

Passed Jul 2009About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jul 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Patrick Massman's CRS (Customer Relationship Summary).

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