Christopher OrdwayCRD Number: 4505062
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Christopher Ordway (CRD# 4505062) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Bfc Planning, Inc.||Phoenix, AZ||Jun 2016 - Current||1|
|Berthel Fisher & Company Financial Services, Inc.||Phoenix, AZ||Jan 2013 - Current||4|
|Next Financial Group, Inc.||Houston, TX||Aug 2012 - Jan 2013||< 1|
|Directors Financial Group||Corona Del Mar, CA||Jun 2011 - Jan 2013||1|
|Pinnacle Capital Mortgage||Phoenix, AZ||Feb 2011 - Jan 2013||1|
|The Higher Education Financial Aid Resources Group||Phoenix, AZ||Jul 2010 - Jan 2013||2|
|Ordway Financial Services, Llc Dba San Tan Financial - Author||Chandler, AZ||Apr 2009 - Jan 2013||3|
|Higher Education Financial Aid Resources||Chandler, AZ||Mar 2006 - Jan 2013||6|
|San Tan Financial||Chandler, AZ||Mar 2006 - Jan 2013||6|
|Lucky 7 Investment Group, LLC||Chandler, AZ||Mar 2005 - Jan 2013||7|
|Berthel Fisher & Company Financial Services, Inc.||Chandler, AZ||Sep 2009 - Aug 2012||2|
|Tamco Holdings, LLC||Phoenix, AZ||Aug 2002 - Feb 2011||8|
|Ordway Financial Services, Llc Dba San Tan Financial - Advisor||Chandler, AZ||Mar 2006 - Jul 2010||4|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2006 - Sep 2009||2|
|Cambridge Investment Reseach Advisors, Inc.||Fairfield, IA||Dec 2006 - Sep 2009||2|
|Great Southwest Mortgage||Phoenix, AZ||Aug 2004 - Aug 2007||3|
|Royal Alliance Associates, Inc.||Chandler, AZ||Dec 2003 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2010|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.