Christopher F. Daunhauer
TRUSTWELL FINANCIAL ADVISORS
Jacksonville, FL 32216
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CRD#: 5191149
Professional summary
Christopher Fredrick Daunhauer, CFP®, who also goes by Chris Daunhauer, is a registered financial advisor currently at TRUSTWELL FINANCIAL ADVISORS, LLC located in Jacksonville, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christopher has worked at 1 firm .
Biography
Chris is a Florida native and he's been a Certified Financial Planner® professional since 2004. With a background in banking and finance, he's been a statistician for several large Jacksonville corporations, a university instructor, and a business owner and investor since 1996. He gives his clients the practical financial advice he wishes he had received.
Chris served in the US Army from 1987 to 1991, including combat service in Operation Desert Storm, after which he returned to complete his university education. He holds a liberal arts degree from the University of Central Florida, graduate degrees in education (MEd) and in business (MBA) from the University of Florida, and a certificate in financial planning from FSCJ.
Question & Answer
What are your service offerings?
Budgeting
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Elder Care
Estate Planning
Debt Management
Investment Planning
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Middle Income Client Needs
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Chris Daunhauer
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.
Non-paid, Non-shareholding Director of his wife's small-town medical practice, Mary M. Futch OD PA. Non-Investment related. Since 1996, his work for her company (S CORP) has required approximately 10% of time performing computer network maintenance repairs and maintenance to equipment and facilities, payroll, recordkeeping, etc.
Old Plank Partners, LLC, located in MacClenny Florida. The entity is a non-public Limited Liability Company set-up to own, operate, and manage rental property. Not investment-related. Since October of 2012, He is a Managing Member and spends approximately 5% of his time with the management of this business.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Fredrick Daunhauer'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®
Start date: 2004
Experience
Current
August 2, 2007 - Present
TRUSTWELL FINANCIAL ADVISORS, LLC
Office #1: 8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216RIA
CRD#: 108426
Jacksonville, FL
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".
TRUSTWELL FINANCIAL ADVISORS, LLC
TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO
CRD#: 108426 / SEC#: 801-120250
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Florida
Registered Investment Advisory firm - (2/12/2021 Terminated)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)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
Florida(8/2/2007)
IAR
Texas(2/3/2021)
Exams
Current Firm
TRUSTWELL FINANCIAL ADVISORS, LLC
TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO
CRD#: 108426 / SEC#: 801-120250
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Florida
Registered Investment Advisory firm - (2/12/2021 Terminated)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216
Mailing Address
Phone number
(904) 996-7800
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 988 |
| AUM (Assets Under Management) | $ 218,548,065 |
Red Flags
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Company Information
TRUSTWELL FINANCIAL ADVISORS, LLC
CRD#: 108426Jacksonville, FL 32216TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
