Christopher M. Wilkinson

AEGIS WEALTH MANAGEMENT

Salt Lake City, UT

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CRD#: 4925786

Professional summary

Christopher Michael Wilkinson is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Salt Lake City, Utah.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1)401kaim;investment related;8706 South 700 East,Sandy,UT 84070;retirement plans;3/7/2019;15 hrs/month;retirement plans 2)Appointment with multiple carriers;investment related;8706 South 700 East,Sandy UT 84070;life & annuity products;agent;3/7/2019;40 hrs/month;4 hrs during trading;sell life & annuity products 3)Insurance sales (medicare);not investment related;8706 S 700 E,#104,Sandy,UT 84070;insurance sales;agent;8/22/2019;5 hrs/month;.3 hrs during trading;selling medicare advantage/supplement plans for retirement planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Wilkinson's CRS (Customer Relationship Summary).

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

October 30, 2020 - Present

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Salt Lake City, UT

Past

April 5, 2019 - October 2, 2020

ONEDIGITAL

RIA

CRD#: 106766

SANDY, UT

Past

March 22, 2019 - September 2, 2020

TRIAD ADVISORS LLC

CRD#: 25803

Sandy, UT

Past

August 26, 2013 - March 12, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SANDY, UT

Past

August 23, 2013 - March 12, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SANDY, UT

Past

May 16, 2011 - August 27, 2013

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

GREEN RIVER, WY

Past

May 12, 2011 - August 27, 2013

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

GREEN RIVER, WY

Past

October 20, 2008 - June 13, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

COTTONWOOD HEIGHTS, UT

Past

October 16, 2008 - June 13, 2011

LPL FINANCIAL LLC

CRD#: 6413

COTTONWOOD HEIGHTS, UT

Past

December 15, 2006 - October 2, 2008

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

SAINT GEORGE, UT

Past

December 14, 2006 - October 2, 2008

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT GEORGE, UT

Past

May 10, 2006 - November 21, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SALT LAKE CITY, UT

Past

October 26, 2005 - November 21, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SALT LAKE CITY, UT

Past

August 25, 2005 - November 4, 2005

LIBERTY LIFE SECURITIES LLC

CRD#: 47737

DOVER, NH

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".

AEGIS WEALTH MANAGEMENT, INC.

CRD#: 301990 / SEC#: 801-117179

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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

Utah
(10/30/2020)

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: 5/8/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/24/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AEGIS WEALTH MANAGEMENT, INC.

CRD#: 301990 / SEC#: 801-117179

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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Contact information

Main Address

317 State Street, Guthrie Center, IA 50115

Mailing Address

Phone number

(833) 483-8383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AEGIS WEALTH MANAGEMENT INC. FORM ADV PART 2A BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,538
AUM (Assets Under Management)	$ 175,971,164

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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Firm Stability Insights

Christopher M. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

TRIAD ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

LIBERTY LIFE SECURITIES LLC

Primary Firm SEC Registration

AEGIS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2006

Series 63

Date: 7/8/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2005

Series 6

Date: 6/24/2005

Current Firm

AEGIS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AEGIS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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