Chris Wakefield, financial advisor Cookeville TN

Chris Wakefield

CRD Number: 6189941
Current Firm: Compass Advisory Partners LLC

Chris Wakefield (CRD# 6189941) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 10 years of experience in the finance industry.

Similar Advisors
Joshua Bauer, financial advisor Cookeville TN
Joshua J. Bauer
CRD# 4860131
Cetera Investment Advisers LLC
Similar Advisors
Frank Bellar, financial advisor Cookeville TN
Frank F. Bellar
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Frank Bellar Jr., financial advisor Cookeville TN
Frank F. Bellar Jr.
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Lion Street Financial, LLC Cookeville, TN Jun 2022 - Current 1
Csenge Advisory Group, LLC Clearwater, FL Jun 2022 - Current 1
Compass Advisory Partners, LLC Cookeville, TN Sep 2013 - Current 10
Partners Real Estate Cookeville, TN Jan 2002 - Current 22
Fsc Securities Corporation Cookeville, TN May 2013 - Jun 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Chris H. Wakefield
Phone Number: 931-400-0012
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    1,634
    ACCOUNTS
  • Average Account Value
    $187,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, FL, GA, IN, KY, LA, MO, NC, ND, OH, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.