Christopher R. Wells

FLOURISH FINANCIAL PLANNING

GRAPEVINE, TX 76051

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CRD#: 6504119

Professional summary

Christopher Ryan Wells, CFP®, who also goes by Christopher Wells, is a registered financial advisor currently at FLOURISH FINANCIAL PLANNING located in Grapevine, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 2 firms and has passed the Series 65 exam.

Biography

When I am not doing financial planning, I enjoy volunteering and leading worship with my wife, Lindsey. We live in Grapevine, TX and attend The Village Church.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Small Business Planning

Employee and Employer Plan Ben...

Budgeting

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Fixed Fee (Subscription, Retai...

Middle Income Client Needs

Millennials

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Christopher Wells

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.

Christopher Wells is currently employed as Partner for Andries Tax Service LLC d/b/a Master Plan Tax Services. The business is not investment related. The address is 1011 Surrey Ln Bldg 200, Flower Mound, TX 75022. Chris became a partner in January 2020. He devotes less than 5% of his time per week to this activity during securities trading hours (4 hours/month). Duties involve general executive guidance for the future of the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Wells'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 18, 2018 - Present

FLOURISH FINANCIAL PLANNING

Office #1: 1785 State Hwy 26 Ste 200, Grapevine, TX 76051

RIA

CRD#: 295401

GRAPEVINE, TX

Past

July 10, 2015 - April 11, 2018

COVENANT

RIA

CRD#: 152651

DALLAS, TX

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
(4/18/2018)

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: 7/10/2015

Uniform Investment Adviser Law Examination

Current Firm

FLOURISH FINANCIAL PLANNING

FLOURISH FINANCIAL PLANNING | SDG FINANCIAL PLANNING, LLC

CRD#: 295401 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/19/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/18/2018 Approved)

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).

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Contact information

Main Address

1785 State Hwy 26 Ste 200, Grapevine, TX 76051

Mailing Address

Phone number

(817) 799-7699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 28,224,010

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.

Contact information

(xxx) xxx-xxxx

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Christopher R. Wells

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Wells's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLOURISH FINANCIAL PLANNING

COVENANT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2015

Current Firm

FLOURISH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOURISH FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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