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Christopher K. Parks

NORTHWOOD WEALTH MANAGEMENT
SCHAUMBURG, IL 60193
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CRD#: 6504785
CP

Professional summary


Christopher Kane Parks JR., CFP®, who also goes by Christopher Kane Parks Jr, Christopher Kane Parks, is a registered financial advisor currently at NORTHWOOD WEALTH MANAGEMENT, LLC located in Schaumburg, Illinois.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Kane Parks Jr | Christopher Kane Parks

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 Christopher Kane Parks JR.'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®

Experience


Current

May 30, 2024 - Present

NORTHWOOD WEALTH MANAGEMENT, LLC

Office #1: 1005 W. Wise Road Suite 200, Schaumburg, IL 60193
RIA
CRD#: 330088
SCHAUMBURG, IL
Past

November 3, 2023 - December 19, 2023

RWA WEALTH PARTNERS

RIA
CRD#: 156984
Chicago, IL
Past

July 26, 2019 - November 7, 2023

POLARIS WEALTH ADVISORY GROUP

RIA
CRD#: 158718
Chicago, IL
Past

July 13, 2018 - July 18, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

January 19, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OAK BROOK, IL
Past

September 17, 2015 - July 15, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OAK BROOK, IL

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
Illinois
(5/30/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NW
NORTHWOOD WEALTH MANAGEMENT, LLC
NORTHWOOD WEALTH MANAGEMENT, LLC

CRD#: 330088 / SEC#:

Illinois
Registered Investment Advisory firm - (5/30/2024 Approved)
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Contact information


Main Address
1005 W. Wise Road Suite 200, Schaumburg, IL 60193
Mailing Address
Phone number
(630) 335-3792
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 4,402,232

Red Flags


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

Company Information


NORTHWOOD WEALTH MANAGEMENT, LLC

CRD#: 330088Schaumburg, IL 60193

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