CB
Christopher B. Bauchle
STRIVE FINANCIAL GROUP
CARMEL, IN 46290
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CRD#: 7351200
CB
Professional summary
Christopher Bryon Bauchle is a registered financial advisor currently at STRIVE FINANCIAL GROUP, LLC located in Carmel, Indiana.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Strive Financial Group, LLC; Investment Related; Indianapolis, IN; Insurance Agent; Fixed Insurance sales; Started 09/2024; Approximately 48 hours per month spent; Approximately 48 hours per month spent during securities trading hours. Wellington Wealth Strategies, LLC; Investment Related; Indianapolis, IN; Started 11/2019; Investment Advisor Representative; Provide investment advisory services; Will remain dually registered through the transition of business. BCK Properties; Not Investment Related; Indianapolis, IN; Started 08/2019; Manager; Approximately 20 hours per month; Approximately 0 hours per months spent during securities trading hours. Indianapolis Fire Department; Not Investment Related; Indianapolis, IN; Started 05/2014; Approximately 224 hours per month spent; Approximately 0 hours spent per month spent during securities trading hours. United States Air Force Reserve; Not Investment Related; Grissom ARB, IN; Started 02/2006; Approximately 16 hours per month spent; Approximately 0 hours per month spent during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Bryon Bauchle'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
October 30, 2024 - Present
STRIVE FINANCIAL GROUP, LLC
Office #1: 10201 N. Illinois Street Suite 325, Carmel, IN 46290RIA
CRD#: 333298
CARMEL, IN
Past
March 15, 2021 - December 31, 2024
WELLINGTON WEALTH STRATEGIES, LLC
RIA
CRD#: 306298
INDIANAPOLIS, IN
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".
SF
STRIVE FINANCIAL GROUP, LLC
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC
CRD#: 333298 / SEC#: 801-131400
RIA
Registered Investment Advisory firm - (10/30/2024 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.Highlighted states indicate IAR registrations
IAR
Indiana(10/30/2024)
Current Firm
SF
STRIVE FINANCIAL GROUP, LLC
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC
CRD#: 333298 / SEC#: 801-131400
RIA
Registered Investment Advisory firm - (10/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10201 N. Illinois Street Suite 325, Carmel, IN 46290
Mailing Address
Phone number
(317) 590-0146
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,765 |
| AUM (Assets Under Management) | $ 188,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
