CW
Chris H. Wakefield
CSENGE ADVISORY GROUP
COOKEVILLE, TN 38501
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CRD#: 6189941
CW
Professional summary
Chris Hall Wakefield, who also goes by Chris Wakefield, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Cookeville, Tennessee.
Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Chris has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Wakefield
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) CHRIS WAKEFIELD; POS: OWNER; NATURE: SOLE PROPRIETORSHIP; INV REL: NO; # OF HRS: 1; INV REL HRS: 0; STRT DATE: 1/1/2003; 436 FREEZE ST, COOKEVILLE TN 38501; PERSONAL RENTAL PROP. 2) CSENGE ADVISORY GROUP POSITION: Investment Advisor Representative NATURE: Register Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 06/03/2022 ADDRESS: 4755East Bay Dr., Clearwater FL 33764, United States DESCRIPTION: Investment Advise and Financial Planning 3) PARTNERS REAL ESTATE POSITION: Owner NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 25 W. Broad St., Ste. 7, Suite, Cookeville TN 38501, United States DESCRIPTION: Real Estate Sales and Service 4) KIDS PUTNAM POSITION: Volunteer NATURE: Kids Putnam provides services to families who have children with developmental delays and/or various diagnoses within their natural settings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2017 ADDRESS: 1130 Chocolate Dr., Cookeville TN 38501, United States DESCRIPTION: Board member. Assist the organization with planning. 5) COMPASS ADVISORY PARTNERS POSITION: Investment Advisor Representative NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/09/2013 ADDRESS: 480 One Eleven Place, Cookeville TN 38506, United States DESCRIPTION: Investment Advisor Representative 6) CHRIS WAKEFIELD: SOLE PROPRIETOR POSITION: Owner NATURE: All income flows through Chris Wakefield Sole Proprietor for tax purposes. DBA Wakefield Venture Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2013 ADDRESS: 436 FREEZE ST., COOKEVILLE TN 38501, United States DESCRIPTION: Investment Advisor Representative activities
CRS (Client Relationship Summary) - RIA
Click below to view Chris Hall Wakefield'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®
NoneExperience
Current
June 17, 2022 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 340 South Lowe Avenue, Cookeville, TN 38501RIA
CRD#: 131167
COOKEVILLE, TN
Past
June 3, 2022 - February 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Cookeville, TN
Past
February 28, 2020 - June 7, 2022
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
COOKEVILLE, TN
Past
September 27, 2013 - May 6, 2025
COMPASS ADVISORY PARTNERS LLC
RIA
CRD#: 119377
Cookeville, TN
Past
June 13, 2013 - June 7, 2022
FSC SECURITIES CORPORATION
BD
CRD#: 7461
COOKEVILLE, TN
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".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 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
Tennessee(6/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CSENGE ADVISORY GROUP, LLC
CRD#: 131167Cookeville, TN 38501TRUST BUT VERIFY
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