Christopher P. Massman

INDEX WEALTH ADVISORS

Overland Park, KS 66211

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CRD#: 4847626

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Patrick Massman

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Patrick Massman's 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®

None

Experience

Current

April 12, 2011 - Present

INDEX WEALTH ADVISORS, LLC

Office #1: 5440 West 110th Street Suite 300, Overland Park, KS 66211

RIA

CRD#: 155628

Overland Park, KS

Past

August 4, 2009 - December 31, 2010

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

LEAWOOD, KS

Past

July 17, 2009 - December 31, 2010

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

LEAWOOD, KS

Past

January 11, 2005 - June 10, 2005

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

September 30, 2004 - June 10, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

Kansas
(4/12/2011)

IAR

Missouri
(4/15/2011)

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

IAR

Series 66

Date: 7/29/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/2009

General Securities Representative Examination

Current Firm

INDEX WEALTH ADVISORS, LLC

INDEX PORTFOLIO SOLUTIONS, LLC | INDEX WEALTH ADVISORS, LLC

CRD#: 155628 / SEC#:

Kansas

Registered Investment Advisory firm - (4/12/2011 Approved)

Missouri

Registered Investment Advisory firm - (4/15/2011 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(913) 897-0900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	164
AUM (Assets Under Management)	$ 32,873,740

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. Massman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INDEX WEALTH ADVISORS, LLC

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2009

Series 7

Date: 7/15/2009

Current Firm

INDEX WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INDEX WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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