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Christine Marie Wedell

Christine M. Wedell

RFG ADVISORY
Creve Coeur, MO 63141
Some features on this profile are disabled
CRD#: 5195279
Christine Marie Wedell

Professional summary

Christine Marie Wedell, CFP®, who also goes by Chris Cipolla, Christine Marie Cipolla, Christine Marie Shimkus, Christine Cipolla Wedell, is a registered financial advisor currently at RFG ADVISORY, LLC located in Creve Coeur, Missouri and PRIVATE CLIENT SERVICES, LLC located in Creve Coeur, Missouri.

Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Christine has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Cipolla | Christine Marie Cipolla | Christine Marie Shimkus | Christine Cipolla Wedell

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) 10/09/2017. RFG ADVISORY. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. DBA FOR PCS BUSINESS. REGISTERED REPRESENTATIVE. 160 HOURS/MO; 8 DURING TRADING HOURS. 2) 10/09/2017. RFG ADVISORY. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. ADVISORY ACTIVITIES. IAR. 160 HOURS/MO; 8 DURING TRADING HOURS. 3) 12/01/2016. RSC INNOVATIONS. 7657 RIVER WALK CT, ST LOUIS, MO 63129. BUSINESS ENTITY FOR TAX PURPOSES. OWNER/PATENT OR MANUFACTURE AND SELL INVENTION. 1 HOUR/MO; 0 DURING TRADING HOURS. 4) RFG ADVISORY. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. DBA FOR NON VARIABLE INSURANCE. SALES OF NON VARIABLE INSURANCE PRODUCTS. 1 HOUR/MO; <1 HOUR DURING TRADING HOURS. 5) NOTARY. THREE CITY PLACE DRIVE, SUITE 590, CREVE COEUR, MO 63141. PROVIDE NOTARY SERVICES TO CLIENTS AS NEEDED. 0 HRS/MO; 0 DURING TRADING HRS. 6) VOLARE WEALTH ADVISORS. THREE CITY PLACE DRIVE, SUITE 590, CREVE COEUR, MO 63141. DBA FOR INVESTMENT/INSURANCE. OWNER/ADVISOR/INSURANCE AGENT. 160 HRS/MO; 160 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Wedell'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®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

October 13, 2017 - Present

RFG ADVISORY, LLC

Office #1: Three City Place Drive Suite 690, Creve Coeur, MO 63141
RIA
CRD#: 158401
Creve Coeur, MO
Current

June 4, 2018 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: Three City Place Drive Suite 590, Creve Coeur, MO 63141
RIA
BD
CRD#: 120222
Creve Coeur, MO
Past

October 9, 2017 - June 8, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
CREVE COEUR, MO
Past

September 10, 2012 - October 11, 2017

SAXONY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122692
ST. LOUIS, MO
Past

September 10, 2012 - October 11, 2017

SAXONY SECURITIES, INC.

BD
CRD#: 115547
SUNSET HILLS, MO
Past

November 27, 2006 - September 24, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
SUNSET HILLS, MO
Past

September 11, 2006 - September 24, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
SUNSET HILLS, MO

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".
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT

CRD#: 158401 / SEC#: 801-79153

RIA
Registered Investment Advisory firm - (2/6/2014 Approved)
Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)
Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)
Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)
Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)
Texas
Registered Investment Advisory firm - (2/18/2014 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/9/2019)
RR
Arizona
(6/4/2018)
RR
Florida
(6/4/2018)
RR
Illinois
(6/4/2018)
IAR
Missouri
(10/13/2017)
RR
Missouri
(6/4/2018)
IAR
Texas
(10/25/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/7/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT

CRD#: 158401 / SEC#: 801-79153

RIA
Registered Investment Advisory firm - (2/6/2014 Approved)
Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)
Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)
Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)
Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)
Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)
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Contact information

Main Address
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245
Mailing Address
Phone number
(205) 397-2450
Established
Firm type
Fiscal year end
# of Employees
277

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts23,999
AUM (Assets Under Management)$ 6,120,333,343

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

RFG ADVISORY, LLC

CRD#: 158401Creve Coeur, MO 63141

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