Christopher Rich, financial advisor Madison WI

Christopher Rich

CRD Number: 2369596
Current Firm: Enrich Financial Partners LLC
Compensation Model: Fee Only

EnRich Financial Partners - Your Family CFO

 

The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous.

 

Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security.

 

Chris is the co-founder and a Wealth Advisor of EnRich.  Chris sits on the firm’s Investment Committee and also serves as the firm’s Chief Compliance Officer as well as a key driver of the firm’s vision.  He has been instrumental in helping EnRich grow to a full-service fiduciary based independent advisory firm serving more than 220 families. Chris began his career in the personal financial planning and investment management profession in 1993.  Chris specializes in holistic wealth management for independent professionals, business owners, physicians, and retirees.  He commits himself in helping clients achieve lasting success and true financial peace of mind.

 

Christopher Rich (CRD# 2369596) is a Fiduciary based Wealth Advisor at Enrich Financial Partners LLC in Madison, WI and has over 22 years of experience in the finance industry. Christopher Rich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
EnRich Financial Partners LLC Madison, WI Jul 2003 - Current 17
Financial Planning Services, Inc. Madison, WI Jul 1993 - Jul 2003 10
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 1993
S63 Uniform Securities State Law Examination Jul 1993
Contact Info for Christopher D. Rich
Phone Number: 608-275-3442
Registered State(s):
  • TX
  • WI
  • CO
By the Numbers
  • Total Assets Under Management
    237
    MILLIONS
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $790,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MN, TX, WI

Firm Disclaimer:

Investment Advisory services offered through EnRich Financial Partners LLC, a Registered Investment Advisor

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Data verified by both the advisor and the public regulatory data.

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