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Christopher Patrick Weiss

CFP®
WALLINGTON ASSET MANAGEMENT
INDIANAPOLIS, IN
·CRD# 6592383·10 years experience

Professional Summary

Christopher Patrick Weiss, CFP®, who also goes by Chris Patrick Weiss, is a registered financial advisor currently at WALLINGTON ASSET MANAGEMENT located in Indianapolis, Indiana. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Patrick Weiss

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

10 years in the financial services industry

Current & Past Employments

WALLINGTON ASSET MANAGEMENT·CRD# 143360
RIA
8900 Keystone Crossing Suite 1015, Indianapolis, IN 46240-2134
March 31, 2016 - Present

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Current Firm

WA
WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT | WALLINGTON ASSET MANAGEMENT, LLC

CRD#: 143360 / SEC#: 801-67613
RIA
Registered Investment Advisory firm - SEC (3/2/2007 Approved)

Contact Information

Main Address

8900 Keystone Crossing Suite 1015, Indianapolis, IN 46240-2134

Phone Number

(317) 575-8670

# of Employees

17

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WALLINGTON ASSET MANAGEMENT, LLC ADV PART 2A BROCHURE (9/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

930

AUM (Assets Under Management)

$1,317,647,542

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
WA
WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT | WALLINGTON ASSET MANAGEMENT, LLC

CRD#: 143360 / SEC#: 801-67613
RIA
Registered Investment Advisory firm - SEC (3/2/2007 Approved)

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.
IAR
Florida
(2/13/2026)
IAR
Indiana
(3/31/2016)
IAR
New York
(2/25/2026)
IAR
Texas
(8/25/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Patrick Weiss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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