Christopher Michael Ruspi
Investment adviser representative at Applied Financial Wisdom
15 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$130.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Applied Financial WisdomJun 2012 to now
- The Alliance of Wealth Advisors, LLC (applied Financial Wisdom)Jun 2012 to now
- LPL Financial, LLCDec 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 8 states (FL, KS, MD, PA, SD, TX, VA, WV).
Applied Financial Wisdom
Legal name: Alliance of Wealth Advisors, LLC
$130.3MAssets managed
152Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934561
- Firm CRD
- 164428