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CM

Chris R. Massenburg

OPENAIR FINANCIAL
DALLAS, TX 75248
Some features on this profile are disabled
CRD#: 5787134
CM

Professional summary

Chris R Massenburg, who also goes by Chris Ryan Massenburg, Chris Massenburg, Christopher R Massenburg, Christopher Ryan Massenburg, Christopher Massenburg, is a registered financial advisor currently at OPENAIR FINANCIAL, LLC located in Dallas, Texas.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Chris has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Ryan Massenburg | Chris Massenburg | Christopher R Massenburg | Christopher Ryan Massenburg | Christopher Massenburg

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 Chris R Massenburg'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®
None

Experience

Current

May 29, 2019 - Present

OPENAIR FINANCIAL, LLC

Office #1: 17000 Dallas Pkwy Suite 102, Dallas, TX 75248Office #2: 1131 W Yellow Jacket Lane, Rockwall, TX 75087
RIA
CRD#: 300362
DALLAS, TX
Past

June 16, 2015 - June 14, 2019

LAKE POINT WEALTH MANAGEMENT, LLC

RIA
CRD#: 170398
HEATH, TX
Past

October 1, 2012 - June 3, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
PLANO, TX
Past

June 7, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
PLANO, TX

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".
OF
OPENAIR FINANCIAL, LLC
OPENAIR FINANCIAL, LLC

CRD#: 300362 / SEC#: 801-127377

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)
Texas
Registered Investment Advisory firm - (2/27/2023 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
Texas
(5/29/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/16/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 6/4/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OF
OPENAIR FINANCIAL, LLC
OPENAIR FINANCIAL, LLC

CRD#: 300362 / SEC#: 801-127377

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)
Texas
Registered Investment Advisory firm - (2/27/2023 Terminated)
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Contact information

Main Address
280 Miron Drive, Southlake, TX 76092
Mailing Address
Phone number
(214) 233-6059
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 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

ADV2A&2B SEC (2/19/2025)

Regulatory assets under management

Total Number of Accounts1,024
AUM (Assets Under Management)$ 280,800,000

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

OPENAIR FINANCIAL, LLC

CRD#: 300362Dallas, TX 75248

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