Christopher D. Long

INTENTIONAL WEALTH STRATEGIES

Colorado Springs, CO 80920

Some features on this profile are disabled

CRD#: 5162120

Professional summary

Christopher Daniel Long, CFA, CFP® is a registered financial advisor currently at INTENTIONAL WEALTH STRATEGIES located in Colorado Springs, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 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)Name of Business: Intentional Wealth Strategies Address: 1125 Kelly Johnson Blvd., Ste. 111, Colorado Springs, CO, 80920, United States Activity Type: Independent RIA Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Planning and Advice (2)Name of Business: Intentional Wealth Strategies LLC Address: 1125 Kelly Johnson Blvd., Ste. 111, Colorado Springs, CO, 80920, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner/CEO (3)Name of Business: Long Carrol Wealth Address: 1125 Kelly Johnson Blvd Ste 111, Colorado Springs, CO, 80920-3930, United States Activity Type: Independent RIA Position/Title: Other, Advisor Investment Related: Yes Start Date: 07/13/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: IAR of Registered Investment Adviser, CEO and CIO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Daniel Long'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

September 29, 2023 - Present

INTENTIONAL WEALTH STRATEGIES

Office #1: 1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920

RIA

CRD#: 327743

Colorado Springs, CO

Past

October 23, 2020 - December 1, 2023

INTENTIONAL WEALTH STRATEGIES

RIA

CRD#: 310791

COLORADO SPRINGS, CO

Past

May 11, 2018 - September 9, 2020

INTENTIONAL WEALTH STRATEGIES

RIA

CRD#: 292613

Colorado Springs, CO

Past

October 17, 2017 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Colorado Springs, CO

Past

October 13, 2017 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Colorado Springs, CO

Past

March 26, 2014 - October 20, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

COLORADO SPRINGS, CO

Past

March 26, 2014 - October 20, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

COLORADO SPRINGS, CO

Past

March 6, 2014 - March 18, 2014

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

DENVER, CO

Past

September 29, 2011 - February 10, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

DENVER, CO

Past

September 29, 2011 - February 10, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

DENVER, CO

Past

May 27, 2010 - September 16, 2011

MORGAN STANLEY

RIA

CRD#: 149777

DENVER, CO

Past

May 27, 2010 - September 16, 2011

MORGAN STANLEY

CRD#: 149777

DENVER, CO

Past

September 7, 2007 - April 5, 2010

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

July 6, 2006 - April 5, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

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".

INTENTIONAL WEALTH STRATEGIES

INTENTIONAL WEALTH STRATEGIES | LONG CARROLL WEALTH, LLC

CRD#: 327743 / SEC#: 801-128740

RIA

Registered Investment Advisory firm - (9/15/2023 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

Colorado
(9/29/2023)

IAR

Texas
(9/29/2023)

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: 9/6/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/1/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/3/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/5/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/31/2018

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/19/2018

General Securities Sales Supervisor - General Module Examination

Current Firm

INTENTIONAL WEALTH STRATEGIES

INTENTIONAL WEALTH STRATEGIES | LONG CARROLL WEALTH, LLC

CRD#: 327743 / SEC#: 801-128740

RIA

Registered Investment Advisory firm - (9/15/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920

Mailing Address

Phone number

(719) 694-8002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LONG CARROLL WEALTH, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	573
AUM (Assets Under Management)	$ 139,635,618

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.

Similar Advisors

Tara Seegers

COMMONWEALTH FINANCIAL NETWORK

IAR

Colorado Spring, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher D. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Daniel Long's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTENTIONAL WEALTH STRATEGIES

INTENTIONAL WEALTH STRATEGIES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PERSONAL CAPITAL ADVISORS CORPORATION

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY

MORGAN STANLEY

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

INTENTIONAL WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2007

Series 63

Date: 8/1/2006

SIE

Date: 10/1/2018

Series 31

Date: 6/3/2010

Series 7

Date: 7/5/2006

Series 9

Date: 1/31/2018

Series 10

Date: 1/19/2018

Current Firm

INTENTIONAL WEALTH STRATEGIES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTENTIONAL WEALTH STRATEGIES

TRUST BUT VERIFY

Similar Advisors