Christopher D. Harlow

HARLOW WEALTH MANAGEMENT

VANCOUVER, WA 98660

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CRD#: 6057956

Professional summary

Christopher Dean Harlow, who also goes by Chris Dean Harlow, is a registered financial advisor currently at HARLOW WEALTH MANAGEMENT, INC. located in Vancouver, Washington.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Dean Harlow

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.

Harlow Insurance Agency, LLC - Insurance Producer - October 2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Dean Harlow'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

April 24, 2012 - Present

HARLOW WEALTH MANAGEMENT, INC.

Office #1: 400 East Mill Plain Blvd. Suite 200, Vancouver, WA 98660

RIA

CRD#: 148315

VANCOUVER, WA

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".

HARLOW WEALTH MANAGEMENT, INC.

HARLOW WEALTH MANAGEMENT, INC. | NW TAX ADVISORY GROUP, INC. | NW TAX ADVISORY GROUP | NW TAX & WEALTH ADVISORY GROUP, INC. | NAME 317

CRD#: 148315 / SEC#: 801-112275

RIA

Registered Investment Advisory firm - (1/8/2018 Approved)

Arizona

Registered Investment Advisory firm - (1/10/2018 Terminated)

Oregon

Registered Investment Advisory firm - (1/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (2/12/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(6/2/2023)

IAR

California
(3/1/2023)

IAR

Oregon
(3/1/2023)

IAR

Texas
(10/7/2021)

IAR

Washington
(4/24/2012)

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 65

Date: 4/19/2012

Uniform Investment Adviser Law Examination

Current Firm

HARLOW WEALTH MANAGEMENT, INC.

HARLOW WEALTH MANAGEMENT, INC. | NW TAX ADVISORY GROUP, INC. | NW TAX ADVISORY GROUP | NW TAX & WEALTH ADVISORY GROUP, INC. | NAME 317

CRD#: 148315 / SEC#: 801-112275

RIA

Registered Investment Advisory firm - (1/8/2018 Approved)

Arizona

Registered Investment Advisory firm - (1/10/2018 Terminated)

Oregon

Registered Investment Advisory firm - (1/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (2/12/2018 Terminated)

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Contact information

Main Address

400 East Mill Plain Blvd. Suite 200, Vancouver, WA 98660

Mailing Address

Phone number

(360) 573-2522

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

HARLOW WEALTH MANAGEMENT ADV 2A 03122025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,643
AUM (Assets Under Management)	$ 374,825,972

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.

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Christopher D. Harlow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Dean Harlow's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARLOW WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

HARLOW WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2012

Current Firm

HARLOW WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARLOW WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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