Chris is a Certified Public Accountant (CPA) and an Investment Adviser Representative (IAR) holding his Series 65 and Life Insurance licenses. Chris has been with the firm since 2012, is a shareholder, and is the Company Vice President.
Prior to joining Harlow Wealth Management, Inc., he worked with the Internal Revenue Service (IRS) as a Revenue Agent for nearly 10 years. Chris audited businesses such as Partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietors, and also various abusive tax avoidance transactions. During his time with the IRS, Chris became a Certified IRS Instructor teaching S-Corporation and Partnership Tax Law to Revenue Agents from across the country and also became the acting Group Manager for one of the audit groups in Portland, Oregon. These experiences have instilled in him wisdom beyond his years, which has brought considerable value to the clients of NW Tax & Wealth Advisory Group, Inc. Chris believes whole-heartedly in trust-based relationships and brings this conviction to his planning practices.
Chris is married and has three children. He is a graduate from Pacific Lutheran University with a BBA in Business and concentration in Accounting. In his free time, Chris enjoys spending time with his family and playing golf.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harlow Wealth Management, Inc. | Vancouver, WA | Jan 2023 - Current | 1 |
| Harlow Wealth Management, Inc.(f/k/a Nw Tax Advisory Group, Inc) | Vancouver, WA | Apr 2012 - Jan 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- AZ
- CA
- OR
- TX
- WA
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts1,629ACCOUNTS
-
Average Account Value$193,953
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, OR, TX, WA
Harlow Wealth Management, Inc. is a SEC Registered Investment Adviser and an insurance agency registered with State of Washington and other states
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.