Christopher R Ward
CFP®Professional Summary
Christopher R Ward, CFP®, who also goes by Chris Ward, Christopher Richard Ward, is a registered financial advisor currently at ENTRYPOINT WEALTH MANAGEMENT located in Cincinnati, Ohio. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Social Security & Medicare Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
Specializations
Biography
Hello, I’m Chris! I grew up in the tax business and started my financial advisor career in 2005. At EntryPoint, we believe that by creating an in-depth financial planning relationship and by providing investment council, we can provide you with peace of mind and help you achieve more. We provide custom in-house asset management services maximizing risk/rewards metrics and your tax situation. I would welcome the opportunity to learn how I can help you!
Other Aliases
Chris Ward, Christopher Richard Ward
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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 on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ENTRYPOINT WEALTH MANAGEMENT | ENTRYPOINT WEALTH MANAGEMENT, LLC | ENTRYPOINT WEALTH MANAGEMENT LLC
Contact Information
Main Address
4030 Smith Road Ste 200, Cincinnati, OH 45209Phone Number
(859) 203-1414# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$21,532,760Similar Advisors
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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.
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State Registrations and Notice Filings
(3/4/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher R Ward's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Social Security & Medicare Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
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