With nearly two decades of experience in the financial services industry, Chris has dedicated his career to helping individuals, families, and small businesses pursue financial freedom through comprehensive financial planning. Chris provides personalized strategies that helps instill confidence and help his clients navigate the challenges along their financial journey. Whether he is teaching retirement courses or educating his clients on market risk, longevity, inflation, and retirement income strategies, Chris's passion for providing financial education plays an important role in his planning process.
Chris started his career as a consultant to other financial advisors in 2006. His years of experience helping advisors build out retirement plans and his love of working with people led him to becoming a Wealth Advisor. Chris currently holds his Series 6, 7, 63 and 65 registrations with LPL Financial as well as his Life and Health Insurance Licenses.
Chris is committed to giving back to his community. He is the Vice President of the Grapevine/Colleyville Youth Football Organization. Chris is also a part of the leadership group for the Colleyville Rotary Club and is a Paul Harris Fellow for Rotary International.
Chris grew up in Denver, CO where he attended Parks College. He married his High School Sweetheart, Danielle, in 2006. They currently reside in Colleyville, TX with their three children. When he is not working with clients or volunteering in the community, Chris enjoys spending time with his family and friends on the lake, camping, and attending his kids' sporting events. He is currently coaching football for his two sons.
Premier Investments & Wealth Management (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future.
General Information |
| Firm Start Year: | 1989 | |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| States Licensed in: | TX |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
| Investment Types: | Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Annuity, Life, Variable Annuity, Long Term Care |
Firm Information |
| Assets Managed by Advisor: | $700,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 250K+ |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
| Mon. | 9:00 AM - 4:30 PM |
| Tue. | 9:00 AM - 4:30 PM |
| Wed. | 9:00 AM - 4:30 PM |
| Thu. | 9:00 AM - 4:30 PM |
| Fri. | 9:00 AM - 4:30 PM |
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