Kristopher J. Wallick

WALLICK WEALTH MANAGEMENT | Vice President, Financial Consultant

Perkasie, PA

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CRD#: 5554989

Professional summary

Kristopher James Wallick, who also goes by Kristopher Wallick, is a registered financial advisor currently at WALLICK WEALTH MANAGEMENT located in Perkasie, Pennsylvania.

Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kristopher has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I have been with Fidelity for over 14 years and have worked with clients and families like yours. I have a true passion for wealth planning and take pride in helping clients in working toward their financial goals. Fidelity is a trusted brand in the financial industry providing strategies for all styles of investors.  My primary focus is on helping clients reach for their goals in everything I do.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristopher Wallick

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 Kristopher James Wallick'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®

None

Education

Temple University

Bachelor of Business Administration - Marketing

2006

Experience

Current

March 19, 2024 - Present

WALLICK WEALTH MANAGEMENT

RIA

CRD#: 329638

Perkasie, PA

Past

July 13, 2018 - September 25, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

April 26, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WARRINGTON, PA

Past

September 10, 2008 - September 25, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WARRINGTON, PA

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

Pennsylvania
(3/19/2024)

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: 4/23/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/11/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/2008

General Securities Representative Examination

Current Firm

WALLICK WEALTH MANAGEMENT

WALLICK WEALTH MANAGEMENT | WALLICK WEALTH MANAGEMENT LLC

CRD#: 329638 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/19/2024 Approved)

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Contact information

Main Address

Perkasie, PA

Mailing Address

1032 Landis Rush Dr., Perkasie, PA 18944

Phone number

(267) 450-1346

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 7,720,113

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kristopher J. Wallick

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher James Wallick's CRS (Customer Relationship Summary).

Certified licenses

Education

Temple University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/23/2010

Series 63

Date: 11/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/9/2008

Current Firm

WALLICK WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WALLICK WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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