Chris left the corporate world in 2009 to become an independent financial advisor, offering a broad spectrum of services and knowledge to pre-retirees and those already retired.
Chris has been in the financial services industry for 20 years+ and has been a small business owner for 25+ years. Prior to his Lead Advisor and Portfolio Manager role here at Revolutionary Financial Group, he ran agencies for large corporations and recruited and trained other financial advisors.
Chris looks forward to working with you and the conversations you'll have. Welcome, and please let us know if you ever have any questions.
The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining to the financial matters that apply to your unique situation. We will provide advice based upon our many years of experience in the financial industry. We will serve our clients with the highest levels of integrity. We take the following four-step approach in developing our strategy for a more confident future. 1. Identify short- and long-term objectives We help you to identify and understand your objectives, the first step to developing a strategy for a more confident financial retirement. 2. Identify your options and how each will affect your situation Everyone's situation is different, so we want you to understand how each decision we make together can affect you and the strategy we're developing. We consider your risk profile to determine how much should be put into higher-risk investments and more conservative alternatives. We help you stay within your comfort level instead of chasing those short-term market returns. 3. Build the right financial strategy for you Personal preferences, cash flow needs, short- and long-term goals are just a few ways to invest your money. Today, there are more investment vehicles than ever before, including some more conservative alternatives. Together we can build a strategy to help you feel more confident about your financial future. 4. Schedule periodic reviews Periodic reviews enable you stay on course, address many changes that may occur and help ensure that goals are accomplished. We will keep you informed via periodic reviews.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | Fidelity |
| States Licensed in: | all 50 states |
| Number of Years with Current Firm: | 5 |
| Work Experience: | After several years owning and runing a mortgage company I decided it was time for a change. In January 2001 I started in the financial services industry, helping folks retire to and through retirement. In 23 years, a lot has happened, the 2001 dot com bust, 911, the financial crisis, the pandemic and more. Experience matters when choosing an advisor. One that has been through good times and bad. The market is going to be volatile, what's your plan when it does? |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Financial Advice & Consulting, Portfolio Management, Financial Planning, Investment Advice & Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Property, Casualty, Accident, Health, Life, Disability, Long Term Care |
Firm Information |
| Firm's Number of Managed Clients: | 250 |
| Assets Managed by Firm: | 84,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250K+ |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | .50%-2% |
| Additional Details on Charges: | Fee's are based on the amount of assets that are managed. General financial planning is included, this could include, income planning, tax efficient strategies, estate planning, strategic cash flow and etc. |
Board Positions |
| Organization : | Eastern Area Community Ministries |
| Position : | Board Member |
| Duration : | 05/01/2016-01/15/2017 |
Education |
| Bachelors in Business Adminstration - Marketing | McKendree University - Louisville, KY 05/01/1994-05/01/1997 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment Advisory Products and Services made available through AE Wealth Management, LLC (AEWM) a registered Investment Adviser. 2507636- 7/24 |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
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