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BB

Brian W. Becker

CHAPTERS TO WEALTH
LEWIS CENTER, OH
Some features on this profile are disabled
CRD#: 5018704
BB

Professional summary

Brian Wesley Becker, CFP® is a registered financial advisor currently at CHAPTERS TO WEALTH located in Lewis Center, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wesley Becker'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

April 1, 2026 - Present

CHAPTERS TO WEALTH

RIA
CRD#: 340232
LEWIS CENTER, OH
Past

November 10, 2015 - March 6, 2026

HAMILTON CAPITAL

RIA
CRD#: 109116
Columbus, OH
Past

August 23, 2005 - April 15, 2014

HAMILTON CAPITAL

RIA
CRD#: 109116
COLUMBUS, OH

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
Ohio
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/22/2005
Uniform Investment Adviser Law Examination

Current Firm

CT
CHAPTERS TO WEALTH
CHAPTERS TO WEALTH | CHAPTERS TO WEALTH, LLC

CRD#: 340232 / SEC#:

Ohio
Registered Investment Advisory firm - (4/1/2026 Approved)
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Contact information

Main Address
Lewis Center, OH
Mailing Address
Phone number
(614) 245-5552
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

CHAPTERS TO WEALTH

CRD#: 340232Lewis Center, OH

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